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Allworth Financial’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Allworth Financial’s Portfolio BBCB Stock Details BBCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11
Closed -$1K – 1483
2020
Q4 		$1K Buy
+11
New +$632 ﹤0.01% 1236

Other funds holding BBCB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's BBCB Position: Q1 2021 in Review

Allworth Financial sold out of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

Allworth Financial first reported a position in BBCB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 10 funds tracked by Wall St. Rank hold BBCB as of Q1 2021.

  • Allworth Financial reported no remaining JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Allworth Financial sold 11 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $1K.
  • Allworth Financial first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Allworth Financial's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $1K in Q4 2020.
  • 10 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Allworth Financial's 13F filing for Q1 2021, filed 29 Apr 2021.