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FAS Wealth Partners’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

FAS Wealth Partners’s Portfolio BBCB Stock Details BBCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-32
Closed -$1.44K – 420
2022
Q4 		$1.44K Hold
32
– – ﹤0.01% 410
2022
Q3 		$1K Buy
+32
New +$1.48K ﹤0.01% 393

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LPL Financial
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FIM
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JE
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GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
LSA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAS Wealth Partners's BBCB Position: Q1 2023 in Review

FAS Wealth Partners sold out of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) in Q1 2023, closing a stake of 32 shares — an estimated $1.44K sold.

FAS Wealth Partners first reported a position in BBCB in Q3 2022 and held it in 2 quarters. The position peaked at $1.44K in Q4 2022. 14 funds tracked by Wall St. Rank hold BBCB as of Q1 2023.

  • FAS Wealth Partners reported no remaining JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • FAS Wealth Partners sold 32 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $1.44K.
  • FAS Wealth Partners first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • FAS Wealth Partners's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $1.44K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q1 2023.

Based on FAS Wealth Partners's 13F filing for Q1 2023, filed 11 May 2023.