CSPIA
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Cary Street Partners Investment Advisory’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio BBAG Stock Details BBAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,379
Closed -$248K – 593
2025
Q1 		$248K Sell
5,379
-275
-5% -$12.7K 0.14% 178
2024
Q4 		$255K Buy
+5,654
New +$255K 0.17% 139