MN Wealth Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Sell |
16,312
-718
| -4% | -$33.2K | 0.44% | 51 |
|
|
2025
Q1 | $785K | Sell |
17,030
-963
| -5% | -$44.4K | 0.46% | 49 |
|
|
2024
Q4 | $813K | Sell |
17,993
-8,070
| -31% | -$365K | 0.46% | 48 |
|
|
2024
Q3 | $1.23M | Buy |
26,063
+1,822
| +8% | +$86.2K | 0.7% | 32 |
|
|
2024
Q2 | $1.1M | Sell |
24,241
-2,177
| -8% | -$98.9K | 0.64% | 35 |
|
|
2024
Q1 | $1.21M | Buy |
26,418
+476
| +2% | +$21.8K | 0.75% | 29 |
|
|
2023
Q4 | $1.21M | Buy |
+25,942
| New | +$1.21M | 0.83% | 25 |
|