New York Life Investment Management’s JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF BBLB Stock Holding History

New York Life Investment Management’s Portfolio BBLB Stock Details BBLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-50,775	Closed	-$4.45M	–	850
2024 Q2	$4.45M	Buy	50,775 +2,962	+6%	+$257K	0.04%	365
2024 Q1	$4.31M	Sell	47,813 -17,926	-27%	-$1.62M	0.04%	374
2023 Q4	$6.22M	Buy	+65,739	New	+$5.68M	0.06%	261

Other funds holding BBLB

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

New York Life Investment Management's BBLB Position: Q3 2024 in Review

New York Life Investment Management sold out of JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF (BBLB) in Q3 2024, closing a stake of 50,775 shares — an estimated $4.45M sold.

New York Life Investment Management first reported a position in BBLB in Q4 2023 and held it in 3 quarters. The position peaked at $6.22M in Q4 2023. 5 funds tracked by Wall St. Rank hold BBLB as of Q3 2024.

New York Life Investment Management reported no remaining JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF position as of Q3 2024 after selling out during the quarter.
New York Life Investment Management sold 50,775 JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF shares in Q3 2024, an estimated $4.45M.
New York Life Investment Management first reported a position in JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF in Q4 2023 and held it in 3 quarters.
New York Life Investment Management's JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF position peaked at $6.22M in Q4 2023.
5 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF as of Q3 2024.

Based on New York Life Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.