LPL Financial
BBSA

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-32,154
Closed -$1.57M 5336
2024
Q3
$1.57M Buy
32,154
+6,263
+24% +$305K ﹤0.01% 2933
2024
Q2
$1.23M Buy
25,891
+435
+2% +$20.7K ﹤0.01% 3022
2024
Q1
$1.21M Sell
25,456
-566
-2% -$26.9K ﹤0.01% 2977
2023
Q4
$1.25M Buy
26,022
+15,430
+146% +$738K ﹤0.01% 2837
2023
Q3
$495K Sell
10,592
-2,195
-17% -$103K ﹤0.01% 3464
2023
Q2
$602K Sell
12,787
-1,630
-11% -$76.7K ﹤0.01% 3246
2023
Q1
$688K Buy
14,417
+674
+5% +$32.2K ﹤0.01% 3061
2022
Q4
$646K Sell
13,743
-3,545
-21% -$167K ﹤0.01% 3025
2022
Q3
$808K Buy
17,288
+7,133
+70% +$333K ﹤0.01% 2697
2022
Q2
$488K Buy
+10,155
New +$488K ﹤0.01% 3211
2022
Q1
Sell
-9,520
Closed -$483K 4398
2021
Q4
$483K Buy
+9,520
New +$483K ﹤0.01% 3299