Meridian Wealth Management’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,542
Closed -$785 527
2019
Q2
$785 Buy
+1,542
New +$77.9K 0.03% 304

Other funds holding BBSA

Meridian Wealth Management's BBSA Position: Q3 2019 in Review

Meridian Wealth Management sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q3 2019, closing a stake of 1,542 shares — an estimated $785 sold.

Meridian Wealth Management first reported a position in BBSA in Q2 2019 and held it in 1 quarter. The position peaked at $785 in Q2 2019. 4 funds tracked by Wall St. Rank hold BBSA as of Q3 2019.

  • Meridian Wealth Management reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 1,542 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q3 2019, an estimated $785.
  • Meridian Wealth Management first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $785 in Q2 2019.
  • 4 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.