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 Q2	$355K	Buy	+7,732	New	+$355K	0.04%	265

Other funds holding BBAG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

XY Planning Network's BBAG Position: Q2 2026 in Review

XY Planning Network opened a new position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2026: 7,732 shares worth $355K. The stake represents 0.04% of the portfolio and ranks #265 among its holdings.

107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

XY Planning Network held 7,732 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $355K as of Q2 2026.
JPMorgan BetaBuilders US Aggregate Bond ETF was a new XY Planning Network position in Q2 2026.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #265 holding.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.