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Cranbrook Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Cranbrook Wealth Management’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
2024
Q1 		– Sell
-3
Closed -$140 – 295
2023
Q4 		$140 Buy
+3
New +$134 ﹤0.01% 302

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CCA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IHWM
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Cranbrook Wealth Management's BBAG Position: Q1 2024 in Review

Cranbrook Wealth Management sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2024, closing a stake of 3 shares — an estimated $140 sold.

Cranbrook Wealth Management first reported a position in BBAG in Q4 2023 and held it in 1 quarter. The position peaked at $140 in Q4 2023. 92 funds tracked by Wall St. Rank hold BBAG as of Q1 2024.

  • Cranbrook Wealth Management reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Cranbrook Wealth Management sold 3 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2024, an estimated $140.
  • Cranbrook Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Cranbrook Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $140 in Q4 2023.
  • 92 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2024.

Based on Cranbrook Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.