MFG
BBSA

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

Merit Financial Group’s Portfolio BBSA Stock Details BBSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,255
Closed -$537K – 772
2023
Q1 		$537K Sell
11,255
-116,299
-91% -$5.51M 0.02% 385
2022
Q4 		$6M Buy
127,554
+27,512
+28% +$1.29M 0.22% 71
2022
Q3 		$4.68M Sell
100,042
-2,866
-3% -$137K 0.2% 68
2022
Q2 		$4.95M Buy
+102,908
New +$4.97M 0.15% 90

Other funds holding BBSA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Merit Financial Group's BBSA Position: Q2 2023 in Review

Merit Financial Group sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q2 2023, closing a stake of 11,255 shares — an estimated $537K sold.

Merit Financial Group first reported a position in BBSA in Q2 2022 and held it in 4 quarters. The position peaked at $6M in Q4 2022. 14 funds tracked by Wall St. Rank hold BBSA as of Q2 2023.

  • Merit Financial Group reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Merit Financial Group sold 11,255 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q2 2023, an estimated $537K.
  • Merit Financial Group first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q2 2022 and held it in 4 quarters.
  • Merit Financial Group's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $6M in Q4 2022.
  • 14 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q2 2023.

Based on Merit Financial Group's 13F filing for Q2 2023, filed 1 Aug 2023.