LWM
Lodestone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,850
| Closed | -$215K | – | 142 |
|
|
2023
Q3 | $215K | Sell |
4,850
-112
| -2% | -$4.95K | 0.15% | 125 |
|
|
2023
Q2 | $229K | Sell |
4,962
-18
| -0.4% | -$831 | 0.16% | 125 |
|
|
2023
Q1 | $234K | Sell |
4,980
-56,601
| -92% | -$2.66M | 0.18% | 121 |
|
|
2022
Q4 | $2.82M | Buy |
+61,581
| New | +$2.82M | 2.27% | 8 |
|