Beacon Financial Advisory’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $236K | Hold |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $609K | Sell |
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|
2022
Q3 | $750K | Sell |
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|
2022
Q2 | $807K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $990K | Sell |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.05M | Buy |
|