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Idaho Trust Bank’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History

Idaho Trust Bank’s Portfolio BBUS Stock Details BBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,876
Closed -$649K – 84
2024
Q1 		$649K Buy
+6,876
New +$618K 0.63% 43

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Morgan Stanley
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VAS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Idaho Trust Bank's BBUS Position: Q2 2024 in Review

Idaho Trust Bank sold out of JPMorgan BetaBuilders US Equity ETF (BBUS) in Q2 2024, closing a stake of 6,876 shares — an estimated $649K sold.

Idaho Trust Bank first reported a position in BBUS in Q1 2024 and held it in 1 quarter. The position peaked at $649K in Q1 2024. 123 funds tracked by Wall St. Rank hold BBUS as of Q2 2024.

  • Idaho Trust Bank reported no remaining JPMorgan BetaBuilders US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 6,876 JPMorgan BetaBuilders US Equity ETF shares in Q2 2024, an estimated $649K.
  • Idaho Trust Bank first reported a position in JPMorgan BetaBuilders US Equity ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's JPMorgan BetaBuilders US Equity ETF position peaked at $649K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Equity ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.