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Herold Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Herold Advisors’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 		– Sell
-1,802
Closed -$91K – 230
2022
Q1 		$91K Buy
+1,802
New +$93.7K 0.03% 280
2021
Q4 		– Sell
-1,802
Closed -$97K – 236
2021
Q3 		$97K Buy
+1,802
New +$98.7K 0.04% 281

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Herold Advisors's BBAG Position: Q2 2022 in Review

Herold Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2022, closing a stake of 1,802 shares — an estimated $91K sold.

Herold Advisors first reported a position in BBAG in Q3 2021 and held it in 2 quarters. The position peaked at $97K in Q3 2021. 68 funds tracked by Wall St. Rank hold BBAG as of Q2 2022.

  • Herold Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,802 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2022, an estimated $91K.
  • Herold Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $97K in Q3 2021.
  • 68 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.