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

ICA Group 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
2024
Q2 		– Sell
-935
Closed -$42.9K – 824
2024
Q1 		$42.9K Sell
935
-416
-31% -$19.1K 0.01% 590
2023
Q4 		$62.9K Buy
+1,351
New +$60.4K 0.01% 456
2023
Q3 		– Sell
-3,786
Closed -$175K – 312
2023
Q2 		$175K Buy
+3,786
New +$176K 0.04% 248

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

ICA Group Wealth Management's BBAG Position: Q2 2024 in Review

ICA Group Wealth Management sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2024, closing a stake of 935 shares — an estimated $42.9K sold.

ICA Group Wealth Management first reported a position in BBAG in Q2 2023 and held it in 3 quarters. The position peaked at $175K in Q2 2023. 95 funds tracked by Wall St. Rank hold BBAG as of Q2 2024.

  • ICA Group Wealth Management reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 935 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2024, an estimated $42.9K.
  • ICA Group Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2023 and held it in 3 quarters.
  • ICA Group Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $175K in Q2 2023.
  • 95 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.