WealthPLAN Partners’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

WealthPLAN Partners’s Portfolio BBAG Stock Details BBAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$291K	Buy	+6,632	New	+$299K	0.05%	187

Other funds holding BBAG

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

WealthPLAN Partners's BBAG Position: Q3 2026 in Review

WealthPLAN Partners opened a new position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2026: 6,632 shares worth $291K. The stake represents 0.05% of the portfolio and ranks #187 among its holdings.

24 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

WealthPLAN Partners held 6,632 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $291K as of Q3 2026.
JPMorgan BetaBuilders US Aggregate Bond ETF was a new WealthPLAN Partners position in Q3 2026.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.05% of WealthPLAN Partners's portfolio in Q3 2026, its #187 holding.
24 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.