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Intelligence Driven Advisers’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Intelligence Driven Advisers’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
2023
Q1 		– Sell
-6,843
Closed -$320K – 94
2022
Q4 		$320K Sell
6,843
-407,658
-98% -$18.6M 0.06% 72
2022
Q3 		$18.9M Buy
414,501
+245,167
+145% +$11.7M 3.79% 8
2022
Q2 		$8.13M Sell
169,334
-28,201
-14% -$1.37M 1.59% 23
2022
Q1 		$9.82M Sell
197,535
-21,620
-10% -$1.12M 1.79% 17
2021
Q4 		$11.6M Sell
219,155
-1,985
-0.9% -$107K 2.13% 18
2021
Q3 		$12M Buy
221,140
+10,161
+5% +$557K 2.69% 13
2021
Q2 		$11.5M Sell
210,979
-15,482
-7% -$838K 2.23% 15
2021
Q1 		$12.2M Buy
226,461
+18,163
+9% +$992K 2.73% 11
2020
Q4 		$11.6M Buy
208,298
+12,222
+6% +$681K 2.6% 13
2020
Q3 		$11M Sell
196,076
-564,383
-74% -$31.7M 2.57% 15
2020
Q2 		$42.6M Buy
760,459
+157,351
+26% +$8.72M 15.05% 1
2020
Q1 		$32.6M Buy
603,108
+596,297
+8,755% +$32.1M 15.1% 1
2019
Q4 		$362K Buy
+6,811
New +$364K 0.16% 62

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Intelligence Driven Advisers's BBAG Position: Q1 2023 in Review

Intelligence Driven Advisers sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2023, closing a stake of 6,843 shares — an estimated $320K sold.

Intelligence Driven Advisers first reported a position in BBAG in Q4 2019 and held it in 13 quarters. The position peaked at $42.6M in Q2 2020. 75 funds tracked by Wall St. Rank hold BBAG as of Q1 2023.

  • Intelligence Driven Advisers reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Intelligence Driven Advisers sold 6,843 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2023, an estimated $320K.
  • Intelligence Driven Advisers first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2019 and held it in 13 quarters.
  • Intelligence Driven Advisers's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $42.6M in Q2 2020.
  • 75 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2023.

Based on Intelligence Driven Advisers's 13F filing for Q1 2023, filed 11 May 2023.