Northwestern Mutual Wealth Management
BBSA

Northwestern Mutual Wealth Management’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BBSA Stock Details BBSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2
Closed – – 3534
2022
Q1 		$0 Buy
+2
New +$100 ﹤0.01% 3468
2021
Q2 		– Sell
-2
Closed – – 3191
2021
Q1 		$0 Buy
+2
New +$104 ﹤0.01% 2999

Other funds holding BBSA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's BBSA Position: Q2 2022 in Review

Northwestern Mutual Wealth Management sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q2 2022, closing a stake of 2 shares.

Northwestern Mutual Wealth Management first reported a position in BBSA in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 13 funds tracked by Wall St. Rank hold BBSA as of Q2 2022.

  • Northwestern Mutual Wealth Management reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q2 2022.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $0 in Q1 2022.
  • 13 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q2 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.