AFAS
BBAG icon

Acorn Financial Advisory Services’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Acorn Financial Advisory Services’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
-6,188
Closed -$274K – 246
2023
Q3 		$274K Sell
6,188
-44
-0.7% -$2K 0.05% 204
2023
Q2 		$288K Buy
+6,232
New +$290K 0.05% 199
2023
Q1 		– Sell
-5,589
Closed -$256K – 224
2022
Q4 		$256K Buy
+5,589
New +$255K 0.05% 184
2021
Q3 		– Sell
-17,910
Closed -$975K – 216
2021
Q2 		$975K Buy
17,910
+5,406
+43% +$292K 0.29% 93
2021
Q1 		$671K Buy
12,504
+1,113
+10% +$60.8K 0.25% 99
2020
Q4 		$634K Buy
11,391
+3,542
+45% +$197K 0.25% 104
2020
Q3 		$439K Buy
+7,849
New +$440K 0.23% 115

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CCA
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IHWM
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B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return