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 New York $1.81T AUM 41.13% 1-Year Est. Return

AWA

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

RJA

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

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Mariner Independent Advisor Network's BBAG Position: Q2 2021 in Review

Mariner Independent Advisor Network sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2021, closing a stake of 109,401 shares — an estimated $5.88M sold.

Mariner Independent Advisor Network first reported a position in BBAG in Q1 2020 and held it in 5 quarters. The position peaked at $5.92M in Q4 2020. 65 funds tracked by Wall St. Rank hold BBAG as of Q2 2021.

Mariner Independent Advisor Network reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 109,401 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2021, an estimated $5.88M.
Mariner Independent Advisor Network first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2020 and held it in 5 quarters.
Mariner Independent Advisor Network's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $5.92M in Q4 2020.
65 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2021, filed 10 Aug 2021.