Daymark Wealth Partners’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History

Daymark Wealth Partners’s Portfolio BBSA Stock Details BBSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-65,955	Closed	-$3.21M	–	532
2024 Q3	$3.21M	Buy	65,955 +11,075	+20%	+$534K	0.14%	130
2024 Q2	$2.61M	Buy	54,880 +8,994	+20%	+$425K	0.12%	138
2024 Q1	$2.18M	Sell	45,886 -209	-0.5%	-$9.96K	0.12%	128
2023 Q4	$2.21M	Buy	46,095 +35,440	+333%	+$1.67M	0.14%	121
2023 Q3	$498K	Sell	10,655 -123	-1%	-$5.77K	0.03%	243
2023 Q2	$507K	Buy	+10,778	New	+$512K	0.04%	236

Daymark Wealth Partners's BBSA Position: Q4 2024 in Review

Daymark Wealth Partners sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q4 2024, closing a stake of 65,955 shares — an estimated $3.21M sold.

Daymark Wealth Partners first reported a position in BBSA in Q2 2023 and held it in 6 quarters. The position peaked at $3.21M in Q3 2024. 0 funds tracked by Wall St. Rank hold BBSA as of Q4 2024.

Daymark Wealth Partners reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Daymark Wealth Partners sold 65,955 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q4 2024, an estimated $3.21M.
Daymark Wealth Partners first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q2 2023 and held it in 6 quarters.
Daymark Wealth Partners's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $3.21M in Q3 2024.
0 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.