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

Apollon 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
2021
Q1 		– Sell
-4,750
Closed -$265K – 340
2020
Q4 		$265K Buy
+4,750
New +$265K 0.07% 167

Other funds holding BBAG

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IWC
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TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Apollon Wealth Management's BBAG Position: Q1 2021 in Review

Apollon Wealth Management sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2021, closing a stake of 4,750 shares — an estimated $265K sold.

Apollon Wealth Management first reported a position in BBAG in Q4 2020 and held it in 1 quarter. The position peaked at $265K in Q4 2020. 53 funds tracked by Wall St. Rank hold BBAG as of Q1 2021.

  • Apollon Wealth Management reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Apollon Wealth Management sold 4,750 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2021, an estimated $265K.
  • Apollon Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Apollon Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $265K in Q4 2020.
  • 53 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2021.

Based on Apollon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.