Fonville Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
5,817
-29
| -0.5% | -$1.34K | 0.07% | 104 |
|
|
2025
Q1 | $270K | Buy |
5,846
+11
| +0.2% | +$507 | 0.08% | 100 |
|
|
2024
Q4 | $264K | Sell |
5,835
-191
| -3% | -$8.63K | 0.09% | 96 |
|
|
2024
Q3 | $285K | Sell |
6,026
-21
| -0.3% | -$994 | 0.1% | 95 |
|
|
2024
Q2 | $275K | Sell |
6,047
-92
| -1% | -$4.18K | 0.11% | 82 |
|
|
2024
Q1 | $282K | Buy |
+6,139
| New | +$282K | 0.12% | 77 |
|