J.W. Cole Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $404K | Buy |
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|
2025
Q2 | $358K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $267K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $390K | Hold |
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|
2021
Q4 | $416K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $420K | Sell |
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|
2021
Q1 | $414K | Sell |
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|
2020
Q4 | $442K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $444K | Buy |
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|
2020
Q1 | $257K | Sell |
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|
2019
Q4 | $422K | Buy |
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