GeoWealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $46.4K | Sell |
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2024
Q3 | $48.7K | Buy |
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|
2024
Q2 | $46.7K | Sell |
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|
2024
Q1 | $56.2K | Sell |
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|
2023
Q4 | $84K | Sell |
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|
2023
Q3 | $91K | Sell |
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|
2023
Q2 | $123K | Sell |
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|
2023
Q1 | $6.84M | Buy |
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|
2022
Q4 | $5.79M | Sell |
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|
2022
Q3 | $5.93M | Buy |
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|
2022
Q2 | $5.92M | Sell |
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|
2022
Q1 | $6.63M | Buy |
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|
2021
Q4 | $5.31M | Buy |
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|
2021
Q3 | $5.22M | Buy |
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|
2021
Q2 | $5.2M | Buy |
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|
2021
Q1 | $2.4M | Sell |
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|
2020
Q4 | $4.54M | Buy |
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|
2020
Q3 | $4.35M | Sell |
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|
2020
Q2 | $6.99M | Sell |
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|
2020
Q1 | $10.8M | Sell |
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|
2019
Q4 | $12.3M | Sell |
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|
2019
Q3 | $66.6M | Buy |
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|
2019
Q2 | $4.54M | Buy |
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