Frontier Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Frontier Wealth Management’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
2022 Q2	$1.42M	Buy	+29,495	New	+$1.43M	0.1%	147
2021 Q2	–	Sell	-42,520	Closed	-$2.28M	–	424
2021 Q1	$2.28M	Sell	42,520 -308	-0.7%	-$16.8K	0.18%	100
2020 Q4	$2.38M	Buy	42,828 +8	+0%	+$446	0.2%	93
2020 Q3	$2.39M	Sell	42,820 -247	-0.6%	-$13.9K	0.22%	87
2020 Q2	$2.41M	Buy	+43,067	New	+$2.39M	0.22%	88
2019 Q2	–	Sell	-513,560	Closed	-$26.5M	–	311
2019 Q1	$26.5M	Buy	+513,560	New	+$26.1M	3.59%	3

Other funds holding BBAG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Frontier Wealth Management's BBAG Position: Q2 2022 in Review

Frontier Wealth Management opened a new position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2022: 29,495 shares worth $1.42M. The stake represents 0.1% of the portfolio and ranks #147 among its holdings. This is a return to the name: Frontier Wealth Management previously reported a position in BBAG as recently as Q1 2021.

Frontier Wealth Management first reported a position in BBAG in Q1 2019 and has held it in 6 quarters since. The position peaked at $26.5M in Q1 2019. 68 funds tracked by Wall St. Rank hold BBAG as of Q2 2022.

Frontier Wealth Management held 29,495 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $1.42M as of Q2 2022.
JPMorgan BetaBuilders US Aggregate Bond ETF was a new Frontier Wealth Management position in Q2 2022.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.1% of Frontier Wealth Management's portfolio in Q2 2022, its #147 holding.
Frontier Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2019 and has held it in 6 quarters since.
Frontier Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $26.5M in Q1 2019.
68 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.