AG
BBAG icon

Advisor Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Advisor Group’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
2019
Q4 		$302K Buy
5,699
+3,494
+158% +$187K ﹤0.01% 2053
2019
Q3 		$118K Buy
+2,205
New +$118K ﹤0.01% 2769

Other funds holding BBAG

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Advisor Group's BBAG Position: Q4 2019 in Review

Advisor Group increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 158% in Q4 2019, buying an estimated $187K and bringing the position to 5,699 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Advisor Group first reported a position in BBAG in Q3 2019 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold BBAG as of Q4 2019.

  • Advisor Group held 5,699 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $302K as of Q4 2019.
  • Advisor Group bought 3,494 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2019, an estimated $187K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2053 holding.
  • Advisor Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2019 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.