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Liberty Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-259
Closed -$14K – 252
2021
Q3 		$14K Hold
259
– – 0.01% 731
2021
Q2 		$14K Buy
259
+203
+363% +$11K 0.01% 577
2021
Q1 		$3K Hold
56
– – ﹤0.01% 758
2020
Q4 		$3K Buy
+56
New +$3.12K ﹤0.01% 754

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Liberty Wealth Management's BBAG Position: Q4 2021 in Review

Liberty Wealth Management sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2021, closing a stake of 259 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in BBAG in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q3 2021. 72 funds tracked by Wall St. Rank hold BBAG as of Q4 2021.

  • Liberty Wealth Management reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 259 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $14K in Q3 2021.
  • 72 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.