CWA
Continuum Wealth Advisors’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 | $516K | Sell |
11,177
-2,950
| -21% | -$136K | 0.25% | 31 |
|
|
2025
Q1 | $651K | Buy |
14,127
+221
| +2% | +$10.2K | 0.33% | 27 |
|
|
2024
Q4 | $628K | Sell |
13,906
-1,123
| -7% | -$50.7K | 0.32% | 29 |
|
|
2024
Q3 | $711K | Sell |
15,029
-679
| -4% | -$32.1K | 0.38% | 27 |
|
|
2024
Q2 | $713K | Buy |
15,708
+3,641
| +30% | +$165K | 0.38% | 22 |
|
|
2024
Q1 | $554K | Buy |
12,067
+2,790
| +30% | +$128K | 0.31% | 29 |
|
|
2023
Q4 | $432K | Buy |
9,277
+491
| +6% | +$22.8K | 0.28% | 27 |
|
|
2023
Q3 | $389K | Buy |
8,786
+1,939
| +28% | +$85.8K | 0.27% | 29 |
|
|
2023
Q2 | $316K | Sell |
6,847
-346
| -5% | -$16K | 0.22% | 38 |
|
|
2023
Q1 | $338K | Buy |
+7,193
| New | +$338K | 0.28% | 26 |
|