IA
BBSA

IFP Advisors’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History

IFP Advisors’s Portfolio BBSA Stock Details BBSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-24
Closed -$1K – 4529
2022
Q4 		$1K Buy
+24
New +$1.13K ﹤0.01% 4539

Other funds holding BBSA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's BBSA Position: Q1 2023 in Review

IFP Advisors sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q1 2023, closing a stake of 24 shares — an estimated $1K sold.

IFP Advisors first reported a position in BBSA in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 14 funds tracked by Wall St. Rank hold BBSA as of Q1 2023.

  • IFP Advisors reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 24 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • IFP Advisors's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $1K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.