Money Concepts Capital’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-210	Closed	-$9.62K	–	669
2022 Q4	$9.62K	Buy	210 +20	+11%	+$913	﹤0.01%	2028
2022 Q3	$9K	Sell	190 -113	-37%	-$5.39K	﹤0.01%	1068
2022 Q2	$15K	Sell	303 -1,341	-82%	-$65K	﹤0.01%	941
2022 Q1	$83K	Buy	1,644 +1,176	+251%	+$61.2K	﹤0.01%	1051
2021 Q4	$25K	Buy	+468	New	+$25.3K	﹤0.01%	640
2021 Q1	$25K	Sell	469 -435	-48%	-$23.8K	﹤0.01%	615
2020 Q4	$50K	Buy	+904	New	+$50.4K	﹤0.01%	518

Other funds holding BBAG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFG

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Money Concepts Capital's BBAG Position: Q1 2023 in Review

Money Concepts Capital sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2023, closing a stake of 210 shares — an estimated $9.62K sold.

Money Concepts Capital first reported a position in BBAG in Q4 2020 and held it in 7 quarters. The position peaked at $83K in Q1 2022. 75 funds tracked by Wall St. Rank hold BBAG as of Q1 2023.

Money Concepts Capital reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 210 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2023, an estimated $9.62K.
Money Concepts Capital first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $83K in Q1 2022.
75 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.