XY Planning Network
BBAG icon

XY Planning Network’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

XY Planning Network’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 		$339K Hold
7,732
– – 0.04% 302
2026
Q2 		$355K Buy
+7,732
New +$355K 0.04% 265

Other funds holding BBAG

Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
ACT Advisors
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
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

XY Planning Network's BBAG Position: Q3 2026 in Review

XY Planning Network held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q3 2026 at 7,732 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #302.

XY Planning Network first reported a position in BBAG in Q2 2026 and has held it in 2 quarters since. The position peaked at $355K in Q2 2026. 37 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

  • XY Planning Network held 7,732 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $339K as of Q3 2026.
  • XY Planning Network left its JPMorgan BetaBuilders US Aggregate Bond ETF share count unchanged in Q3 2026.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #302 holding.
  • XY Planning Network first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • XY Planning Network's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $355K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.