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Eldridge Investment Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Eldridge Investment Advisors’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
2021
Q4 		– Sell
-65,363
Closed -$3.55M – 128
2021
Q3 		$3.55M Sell
65,363
-13,087
-17% -$717K 1.26% 14
2021
Q2 		$4.27M Buy
78,450
+1,924
+3% +$104K 1.55% 12
2021
Q1 		$4.11M Buy
76,526
+1,497
+2% +$81.8K 1.59% 12
2020
Q4 		$4.18M Buy
75,029
+4,041
+6% +$225K 1.75% 13
2020
Q3 		$3.97M Buy
70,988
+2,226
+3% +$125K 1.87% 13
2020
Q2 		$3.85M Buy
68,762
+296
+0.4% +$16.4K 1.92% 14
2020
Q1 		$3.7M Buy
68,466
+51,926
+314% +$2.8M 2.1% 12
2019
Q4 		$878K Buy
+16,540
New +$884K 0.43% 37

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Eldridge Investment Advisors's BBAG Position: Q4 2021 in Review

Eldridge Investment Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2021, closing a stake of 65,363 shares — an estimated $3.55M sold.

Eldridge Investment Advisors first reported a position in BBAG in Q4 2019 and held it in 8 quarters. The position peaked at $4.27M in Q2 2021. 72 funds tracked by Wall St. Rank hold BBAG as of Q4 2021.

  • Eldridge Investment Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Eldridge Investment Advisors sold 65,363 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2021, an estimated $3.55M.
  • Eldridge Investment Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2019 and held it in 8 quarters.
  • Eldridge Investment Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $4.27M in Q2 2021.
  • 72 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2021.

Based on Eldridge Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.