MCC
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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 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 $1.78B AUM 15.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return