CFD
BBAG icon

Creative Financial Designs’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Creative Financial Designs’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
-28
Closed -$1.32K – 1667
2023
Q4 		$1.32K Buy
+28
New +$1.25K ﹤0.01% 1474

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
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

Creative Financial Designs's BBAG Position: Q1 2024 in Review

Creative Financial Designs sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2024, closing a stake of 28 shares — an estimated $1.32K sold.

Creative Financial Designs first reported a position in BBAG in Q4 2023 and held it in 1 quarter. The position peaked at $1.32K in Q4 2023. 92 funds tracked by Wall St. Rank hold BBAG as of Q1 2024.

  • Creative Financial Designs reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Creative Financial Designs sold 28 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2024, an estimated $1.32K.
  • Creative Financial Designs first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Creative Financial Designs's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $1.32K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.