GSWM
BBAG icon

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

Golden State 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
2020
Q1 		– Sell
-545,324
Closed -$29M – 969
2019
Q4 		$29M Buy
+545,324
New +$29.1M 5.53% 8

Other funds holding BBAG

CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Golden State Wealth Management's BBAG Position: Q1 2020 in Review

Golden State Wealth Management sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2020, closing a stake of 545,324 shares — an estimated $29M sold.

Golden State Wealth Management first reported a position in BBAG in Q4 2019 and held it in 1 quarter. The position peaked at $29M in Q4 2019. 44 funds tracked by Wall St. Rank hold BBAG as of Q1 2020.

  • Golden State Wealth Management reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 545,324 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2020, an estimated $29M.
  • Golden State Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Golden State Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $29M in Q4 2019.
  • 44 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2020.

Based on Golden State Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.