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CRA Financial Services’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

CRA Financial Services’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
2023
Q4 		– Sell
-4,900
Closed -$217K – 220
2023
Q3 		$217K Hold
4,900
– – 0.06% 196
2023
Q2 		$226K Hold
4,900
– – 0.06% 187
2023
Q1 		$230K Sell
4,900
-1,100
-18% -$51.3K 0.07% 180
2022
Q4 		$275K Sell
6,000
-3,910
-39% -$179K 0.09% 157
2022
Q3 		$451K Sell
9,910
-500
-5% -$23.9K 0.16% 109
2022
Q2 		$499K Buy
10,410
+300
+3% +$14.5K 0.17% 106
2022
Q1 		$511K Buy
10,110
+450
+5% +$23.4K 0.15% 105
2021
Q4 		$521K Sell
9,660
-2,600
-21% -$141K 0.15% 108
2021
Q3 		$665K Buy
12,260
+2,110
+21% +$116K 0.23% 88
2021
Q2 		$553K Hold
10,150
– – 0.19% 96
2021
Q1 		$545K Buy
10,150
+1,147
+13% +$62.6K 0.21% 90
2020
Q4 		$501K Buy
9,003
+3,303
+58% +$184K 0.21% 89
2020
Q3 		$319K Buy
+5,700
New +$320K 0.15% 106

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

CRA Financial Services's BBAG Position: Q4 2023 in Review

CRA Financial Services sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2023, closing a stake of 4,900 shares — an estimated $217K sold.

CRA Financial Services first reported a position in BBAG in Q3 2020 and held it in 13 quarters. The position peaked at $665K in Q3 2021. 91 funds tracked by Wall St. Rank hold BBAG as of Q4 2023.

  • CRA Financial Services reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • CRA Financial Services sold 4,900 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2023, an estimated $217K.
  • CRA Financial Services first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2020 and held it in 13 quarters.
  • CRA Financial Services's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $665K in Q3 2021.
  • 91 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2023.

Based on CRA Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.