LPL Financial
BBSA

LPL Financial’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History

LPL Financial’s Portfolio BBSA Stock Details BBSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-32,154
Closed -$1.57M – 5498
2024
Q3 		$1.57M Buy
32,154
+6,263
+24% +$302K ﹤0.01% 2965
2024
Q2 		$1.23M Buy
25,891
+435
+2% +$20.6K ﹤0.01% 3058
2024
Q1 		$1.21M Sell
25,456
-566
-2% -$27K ﹤0.01% 3008
2023
Q4 		$1.25M Buy
26,022
+15,430
+146% +$726K ﹤0.01% 2861
2023
Q3 		$495K Sell
10,592
-2,195
-17% -$103K ﹤0.01% 3492
2023
Q2 		$602K Sell
12,787
-1,630
-11% -$77.4K ﹤0.01% 3274
2023
Q1 		$688K Buy
14,417
+674
+5% +$31.9K ﹤0.01% 3072
2022
Q4 		$646K Sell
13,743
-3,545
-21% -$166K ﹤0.01% 3034
2022
Q3 		$808K Buy
17,288
+7,133
+70% +$341K ﹤0.01% 2706
2022
Q2 		$488K Buy
+10,155
New +$490K ﹤0.01% 3228
2022
Q1 		– Sell
-9,520
Closed -$483K – 4422
2021
Q4 		$483K Buy
+9,520
New +$487K ﹤0.01% 3310

LPL Financial's BBSA Position: Q4 2024 in Review

LPL Financial sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q4 2024, closing a stake of 32,154 shares — an estimated $1.57M sold.

LPL Financial first reported a position in BBSA in Q4 2021 and held it in 11 quarters. The position peaked at $1.57M in Q3 2024. 0 funds tracked by Wall St. Rank hold BBSA as of Q4 2024.

  • LPL Financial reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 32,154 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q4 2024, an estimated $1.57M.
  • LPL Financial first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q4 2021 and held it in 11 quarters.
  • LPL Financial's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $1.57M in Q3 2024.
  • 0 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.