Mariner Independent Advisor Network’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Mariner Independent Advisor Network’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 Q2	–	Sell	-109,401	Closed	-$5.88M	–	510
2021 Q1	$5.88M	Buy	109,401 +3,022	+3%	+$165K	0.31%	72
2020 Q4	$5.92M	Buy	106,379 +96,977	+1,031%	+$5.4M	0.32%	74
2020 Q3	$526K	Buy	9,402 +3,144	+50%	+$176K	0.04%	262
2020 Q2	$350K	Sell	6,258 -14,079	-69%	-$780K	0.03%	287
2020 Q1	$1.1M	Buy	+20,337	New	+$1.1M	0.1%	199

Other funds holding BBAG

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return