LGT Financial Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1K | Sell |
392
-13
| -3% | -$600 | 0.05% | 166 |
|
|
2025
Q1 | $18.7K | Sell |
405
-46
| -10% | -$2.12K | 0.06% | 155 |
|
|
2024
Q4 | $20.4K | Sell |
451
-7
| -2% | -$316 | 0.05% | 305 |
|
|
2024
Q3 | $21.7K | Sell |
458
-85
| -16% | -$4.02K | 0.05% | 265 |
|
|
2024
Q2 | $24.7K | Buy |
543
+349
| +180% | +$15.8K | 0.05% | 255 |
|
|
2024
Q1 | $8.91K | Sell |
194
-279
| -59% | -$12.8K | 0.01% | 515 |
|
|
2023
Q4 | $22K | Sell |
473
-973
| -67% | -$45.3K | 0.03% | 333 |
|
|
2023
Q3 | $64K | Sell |
1,446
-959
| -40% | -$42.4K | 0.08% | 198 |
|
|
2023
Q2 | $111K | Buy |
+2,405
| New | +$111K | 0.12% | 134 |
|