CAN
BBSA

Cetera Advisor Networks’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History

Cetera Advisor Networks’s Portfolio BBSA Stock Details BBSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-120,606
Closed -$5.77M – 2953
2023
Q4 		$5.77M Buy
+120,606
New +$5.68M 0.03% 521

Other funds holding BBSA

DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisor Networks's BBSA Position: Q1 2024 in Review

Cetera Advisor Networks sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q1 2024, closing a stake of 120,606 shares — an estimated $5.77M sold.

Cetera Advisor Networks first reported a position in BBSA in Q4 2023 and held it in 1 quarter. The position peaked at $5.77M in Q4 2023. 15 funds tracked by Wall St. Rank hold BBSA as of Q1 2024.

  • Cetera Advisor Networks reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisor Networks sold 120,606 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q1 2024, an estimated $5.77M.
  • Cetera Advisor Networks first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Cetera Advisor Networks's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $5.77M in Q4 2023.
  • 15 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.