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MassMutual Private Wealth & Trust’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

MassMutual Private Wealth & Trust’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
2022
Q4 		– Sell
-2,206
Closed -$100K – 1646
2022
Q3 		$100K Hold
2,206
– – ﹤0.01% 387
2022
Q2 		$106K Hold
2,206
– – ﹤0.01% 378
2022
Q1 		$111K Sell
2,206
-164,528
-99% -$8.56M ﹤0.01% 379
2021
Q4 		$8.99M Sell
166,734
-8,096
-5% -$438K 0.33% 82
2021
Q3 		$9.49M Sell
174,830
-5,368
-3% -$294K 0.39% 69
2021
Q2 		$9.81M Sell
180,198
-5,315
-3% -$288K 0.42% 59
2021
Q1 		$9.96M Buy
185,513
+457
+0.2% +$25K 0.47% 52
2020
Q4 		$10.3M Buy
185,056
+7,979
+5% +$445K 0.53% 48
2020
Q3 		$9.9M Sell
177,077
-45,051
-20% -$2.53M 0.58% 44
2020
Q2 		$12.4M Sell
222,128
-75,564
-25% -$4.19M 0.8% 31
2020
Q1 		$16.1M Buy
297,692
+60,149
+25% +$3.24M 1.28% 18
2019
Q4 		$12.6M Sell
237,543
-30,841
-11% -$1.65M 0.78% 27
2019
Q3 		$14.4M Buy
268,384
+28,103
+12% +$1.5M 0.96% 21
2019
Q2 		$12.7M Sell
240,281
-8,529
-3% -$442K 0.88% 23
2019
Q1 		$12.8M Buy
+248,810
New +$12.7M 0.93% 21

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

MassMutual Private Wealth & Trust's BBAG Position: Q4 2022 in Review

MassMutual Private Wealth & Trust sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2022, closing a stake of 2,206 shares — an estimated $100K sold.

MassMutual Private Wealth & Trust first reported a position in BBAG in Q1 2019 and held it in 15 quarters. The position peaked at $16.1M in Q1 2020. 74 funds tracked by Wall St. Rank hold BBAG as of Q4 2022.

  • MassMutual Private Wealth & Trust reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2,206 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2022, an estimated $100K.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2019 and held it in 15 quarters.
  • MassMutual Private Wealth & Trust's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $16.1M in Q1 2020.
  • 74 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2022, filed 6 Jan 2023.