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Buckingham Strategic Wealth’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Buckingham Strategic Wealth’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
Q2 		– Sell
-11,152
Closed -$602K – 413
2020
Q1 		$602K Buy
+11,152
New +$601K 0.06% 236

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 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 $3.79B AUM 19.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Buckingham Strategic Wealth's BBAG Position: Q2 2020 in Review

Buckingham Strategic Wealth sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2020, closing a stake of 11,152 shares — an estimated $602K sold.

Buckingham Strategic Wealth first reported a position in BBAG in Q1 2020 and held it in 1 quarter. The position peaked at $602K in Q1 2020. 49 funds tracked by Wall St. Rank hold BBAG as of Q2 2020.

  • Buckingham Strategic Wealth reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 11,152 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2020, an estimated $602K.
  • Buckingham Strategic Wealth first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $602K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.