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BSW Wealth Partners’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

BSW Wealth Partners’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
2020
Q4 		– Sell
-9,702
Closed -$542K – 184
2020
Q3 		$542K Sell
9,702
-180,917
-95% -$10.2M 0.2% 64
2020
Q2 		$10.7M Buy
190,619
+7,553
+4% +$419K 3.57% 6
2020
Q1 		$9.89M Sell
183,066
-11,073
-6% -$596K 4.11% 6
2019
Q4 		$10.3M Sell
194,139
-12,170
-6% -$650K 3.51% 8
2019
Q3 		$11.1M Buy
+206,309
New +$11M 4.26% 7

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 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 $616M AUM 24.03% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BSW Wealth Partners's BBAG Position: Q4 2020 in Review

BSW Wealth Partners sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2020, closing a stake of 9,702 shares — an estimated $542K sold.

BSW Wealth Partners first reported a position in BBAG in Q3 2019 and held it in 5 quarters. The position peaked at $11.1M in Q3 2019. 62 funds tracked by Wall St. Rank hold BBAG as of Q4 2020.

  • BSW Wealth Partners reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • BSW Wealth Partners sold 9,702 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2020, an estimated $542K.
  • BSW Wealth Partners first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2019 and held it in 5 quarters.
  • BSW Wealth Partners's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $11.1M in Q3 2019.
  • 62 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2020.

Based on BSW Wealth Partners's 13F filing for Q4 2020, filed 16 Feb 2021.