IHWM
Iron Horse Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
340,534
+3,703
| +1% | +$171K | 4.64% | 9 |
|
|
2025
Q1 | $15.5M | Sell |
336,831
-142,603
| -30% | -$6.58M | 4.99% | 8 |
|
|
2024
Q4 | $21.7M | Buy |
479,434
+16,997
| +4% | +$768K | 7.27% | 5 |
|
|
2024
Q3 | $21.9M | Buy |
462,437
+8,538
| +2% | +$404K | 7.48% | 5 |
|
|
2024
Q2 | $20.6M | Buy |
453,899
+13,090
| +3% | +$594K | 7.87% | 3 |
|
|
2024
Q1 | $20.2M | Buy |
440,809
+51,929
| +13% | +$2.38M | 7.99% | 3 |
|
|
2023
Q4 | $18.1M | Buy |
388,880
+11,666
| +3% | +$543K | 7.91% | 5 |
|
|
2023
Q3 | $16.7M | Buy |
377,214
+22,511
| +6% | +$996K | 8.19% | 4 |
|
|
2023
Q2 | $16.4M | Buy |
+354,703
| New | +$16.4M | 8.05% | 5 |
|