Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
87,882
+70,223
| +398% | +$3.24M | 0.01% | 657 |
|
|
2025
Q1 | $814K | Buy |
17,659
+11,830
| +203% | +$545K | ﹤0.01% | 1250 |
|
|
2024
Q4 | $263K | Buy |
5,829
+397
| +7% | +$17.9K | ﹤0.01% | 1669 |
|
|
2024
Q3 | $257K | Buy |
+5,432
| New | +$257K | ﹤0.01% | 1625 |
|
|
2022
Q3 | – | Sell |
-186
| Closed | -$9K | – | 3883 |
|
|
2022
Q2 | $9K | Hold |
186
| – | – | ﹤0.01% | 2613 |
|
|
2022
Q1 | $9K | Hold |
186
| – | – | ﹤0.01% | 2516 |
|
|
2021
Q4 | $10K | Buy |
+186
| New | +$10K | ﹤0.01% | 2331 |
|