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Abound Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Abound Wealth Management’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
2023
Q4 		– Sell
-12
Closed -$531 – 1354
2023
Q3 		$531 Buy
+12
New +$544 ﹤0.01% 797

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Abound Wealth Management's BBAG Position: Q4 2023 in Review

Abound Wealth Management sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2023, closing a stake of 12 shares — an estimated $531 sold.

Abound Wealth Management first reported a position in BBAG in Q3 2023 and held it in 1 quarter. The position peaked at $531 in Q3 2023. 91 funds tracked by Wall St. Rank hold BBAG as of Q4 2023.

  • Abound Wealth Management reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 12 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2023, an estimated $531.
  • Abound Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Abound Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $531 in Q3 2023.
  • 91 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.