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

Other funds holding BBAG

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

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 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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Acorn Financial Advisory Services's BBAG Position: Q4 2023 in Review

Acorn Financial Advisory Services sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2023, closing a stake of 6,188 shares — an estimated $274K sold.

Acorn Financial Advisory Services first reported a position in BBAG in Q3 2020 and held it in 7 quarters. The position peaked at $975K in Q2 2021. 91 funds tracked by Wall St. Rank hold BBAG as of Q4 2023.

Acorn Financial Advisory Services reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Acorn Financial Advisory Services sold 6,188 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2023, an estimated $274K.
Acorn Financial Advisory Services first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2020 and held it in 7 quarters.
Acorn Financial Advisory Services's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $975K in Q2 2021.
91 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2023, filed 17 Jan 2024.