FGAM
Financial Gravity Asset Management’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $727 | Buy |
+16
| New | +$727 | ﹤0.01% | 904 |
|
|
2024
Q2 | – | Sell |
-3,838
| Closed | -$175K | – | 1541 |
|
|
2024
Q1 | $175K | Buy |
3,838
+3,732
| +3,521% | +$170K | 0.02% | 219 |
|
|
2023
Q4 | $4.69K | Buy |
106
+54
| +104% | +$2.39K | ﹤0.01% | 879 |
|
|
2023
Q3 | $2.19K | Buy |
52
+7
| +16% | +$295 | ﹤0.01% | 694 |
|
|
2023
Q2 | $475K | Sell |
45
-1
| -2% | -$10.6K | 1.29% | 16 |
|
|
2023
Q1 | $1.43K | Buy |
46
+2
| +5% | +$62 | 0.04% | 330 |
|
|
2022
Q4 | $308K | Sell |
44
-300
| -87% | -$2.1M | 1.61% | 9 |
|
|
2022
Q3 | $1.33K | Sell |
344
-24
| -7% | -$93 | 0.05% | 327 |
|
|
2022
Q2 | $1.42K | Sell |
368
-32
| -8% | -$123 | 0.04% | 302 |
|
|
2022
Q1 | $2.51K | Sell |
400
-95
| -19% | -$596 | 0.07% | 252 |
|
|
2021
Q4 | $2.74K | Buy |
495
+446
| +910% | +$2.47K | 0.06% | 297 |
|
|
2021
Q3 | $56K | Buy |
+49
| New | +$56K | 0.03% | 514 |
|