Cypress Capital Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Cypress Capital Group’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
2022 Q2	–	Sell	-7,650	Closed	-$386K	–	282
2022 Q1	$386K	Sell	7,650 -2,935	-28%	-$153K	0.05%	237
2021 Q4	$571K	Sell	10,585 -13,555	-56%	-$733K	0.07%	205
2021 Q3	$1.31M	Sell	24,140 -8,543	-26%	-$468K	0.18%	115
2021 Q2	$1.78M	Sell	32,683 -97,858	-75%	-$5.29M	0.24%	98
2021 Q1	$7.01M	Buy	130,541 +3,870	+3%	+$211K	0.99%	29
2020 Q4	$7.06M	Buy	126,671 +38,718	+44%	+$2.16M	1.06%	28
2020 Q3	$4.92M	Buy	87,953 +35,938	+69%	+$2.02M	0.82%	34
2020 Q2	$2.91M	Buy	52,015 +27,990	+117%	+$1.55M	0.53%	55
2020 Q1	$1.3M	Buy	24,025 +7,225	+43%	+$389K	0.3%	84
2019 Q4	$892K	Buy	+16,800	New	+$898K	0.16%	119

Other funds holding BBAG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cypress Capital Group's BBAG Position: Q2 2022 in Review

Cypress Capital Group sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2022, closing a stake of 7,650 shares — an estimated $386K sold.

Cypress Capital Group first reported a position in BBAG in Q4 2019 and held it in 10 quarters. The position peaked at $7.06M in Q4 2020. 68 funds tracked by Wall St. Rank hold BBAG as of Q2 2022.

Cypress Capital Group reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Cypress Capital Group sold 7,650 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2022, an estimated $386K.
Cypress Capital Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2019 and held it in 10 quarters.
Cypress Capital Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $7.06M in Q4 2020.
68 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2022.

Based on Cypress Capital Group's 13F filing for Q2 2022, filed 26 Jul 2022.