Morgan Stanley’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-605
| Closed | -$29.5K | – | 8209 |
|
|
2024
Q3 | $29.5K | Sell |
605
-1
| -0.2% | -$48 | ﹤0.01% | 6377 |
|
|
2024
Q2 | $28.8K | Sell |
606
-10
| -2% | -$473 | ﹤0.01% | 6347 |
|
|
2024
Q1 | $29.3K | Sell |
616
-898
| -59% | -$42.8K | ﹤0.01% | 6378 |
|
|
2023
Q4 | $72.4K | Buy |
1,514
+898
| +146% | +$42.3K | ﹤0.01% | 6266 |
|
|
2023
Q3 | $28.8K | Hold |
616
| – | – | ﹤0.01% | 6366 |
|
|
2023
Q2 | $29K | Hold |
616
| – | – | ﹤0.01% | 6428 |
|
|
2023
Q1 | $29.4K | Buy |
616
+605
| +5,500% | +$28.6K | ﹤0.01% | 6482 |
|
|
2022
Q4 | $517 | Hold |
11
| – | – | ﹤0.01% | 7557 |
|
|
2022
Q3 | $1K | Sell |
11
-456
| -98% | -$21.8K | ﹤0.01% | 7624 |
|
|
2022
Q2 | $22K | Hold |
467
| – | – | ﹤0.01% | 6945 |
|
|
2022
Q1 | $23K | Sell |
467
-38
| -8% | -$1.89K | ﹤0.01% | 7097 |
|
|
2021
Q4 | $26K | Sell |
505
-1,090
| -68% | -$55.7K | ﹤0.01% | 7115 |
|
|
2021
Q3 | $82K | Sell |
1,595
-809
| -34% | -$41.9K | ﹤0.01% | 6482 |
|
|
2021
Q2 | $124K | Buy |
+2,404
| New | +$125K | ﹤0.01% | 6256 |
|
Morgan Stanley's BBSA Position: Q4 2024 in Review
Morgan Stanley sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q4 2024, closing a stake of 605 shares — an estimated $29.5K sold.
Morgan Stanley first reported a position in BBSA in Q2 2021 and held it in 14 quarters. The position peaked at $124K in Q2 2021. 0 funds tracked by Wall St. Rank hold BBSA as of Q4 2024.
- Morgan Stanley reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
- Morgan Stanley sold 605 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q4 2024, an estimated $29.5K.
- Morgan Stanley first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q2 2021 and held it in 14 quarters.
- Morgan Stanley's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $124K in Q2 2021.
- 0 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q4 2024.
Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.