Lockerman Financial Group’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 | $1.95M | Buy |
42,296
+15,176
| +56% | +$701K | 2.63% | 8 |
|
|
2025
Q1 | $1.25M | Buy |
27,120
+4,802
| +22% | +$221K | 1.89% | 12 |
|
|
2024
Q4 | $1.01M | Sell |
22,318
-146
| -0.6% | -$6.6K | 1.72% | 11 |
|
|
2024
Q3 | $1.06M | Buy |
22,464
+1,818
| +9% | +$86K | 1.8% | 10 |
|
|
2024
Q2 | $938K | Sell |
20,646
-2,056
| -9% | -$93.4K | 1.7% | 12 |
|
|
2024
Q1 | $1.04M | Sell |
22,702
-5,380
| -19% | -$247K | 1.99% | 8 |
|
|
2023
Q4 | $1.31M | Sell |
28,082
-9,407
| -25% | -$438K | 3.02% | 6 |
|
|
2023
Q3 | $1.66M | Buy |
+37,489
| New | +$1.66M | 4.46% | 2 |
|