World Equity Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

World Equity Group’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
2025 Q1	–	Sell	-6,600	Closed	-$298K	–	303
2024 Q4	$298K	Buy	+6,600	New	+$303K	0.06%	266
2024 Q2	–	Sell	-8,539	Closed	-$392K	–	272
2024 Q1	$392K	Sell	8,539 -61	-0.7%	-$2.8K	0.08%	213
2023 Q4	$400K	Sell	8,600 -148	-2%	-$6.62K	0.08%	216
2023 Q3	$387K	Sell	8,748 -4,603	-34%	-$209K	0.08%	229
2023 Q2	$617K	Sell	13,351 -110,592	-89%	-$5.15M	0.18%	145
2023 Q1	$5.89M	Buy	123,943 +77,198	+165%	+$3.6M	0.88%	16
2022 Q4	$2.14M	Buy	46,745 +423	+0.9%	+$19.3K	0.51%	53
2022 Q3	$2.11M	Buy	46,322 +22	+0%	+$1.05K	0.53%	49
2022 Q2	$2.22M	Buy	46,300 +834	+2%	+$40.4K	0.56%	47
2022 Q1	$2.3M	Buy	+45,466	New	+$2.36M	0.5%	52

Other funds holding BBAG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IHWM

Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

World Equity Group's BBAG Position: Q1 2025 in Review

World Equity Group sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2025, closing a stake of 6,600 shares — an estimated $298K sold.

World Equity Group first reported a position in BBAG in Q1 2022 and held it in 10 quarters. The position peaked at $5.89M in Q1 2023. 90 funds tracked by Wall St. Rank hold BBAG as of Q1 2025.

World Equity Group reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
World Equity Group sold 6,600 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2025, an estimated $298K.
World Equity Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2022 and held it in 10 quarters.
World Equity Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $5.89M in Q1 2023.
90 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.