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NWAM LLC’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

NWAM LLC’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
Q2 		– Sell
-4,663
Closed -$219K – 539
2023
Q1 		$219K Buy
+4,663
New +$217K 0.02% 441

Other funds holding BBAG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return

NWAM LLC's BBAG Position: Q2 2023 in Review

NWAM LLC sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2023, closing a stake of 4,663 shares — an estimated $219K sold.

NWAM LLC first reported a position in BBAG in Q1 2023 and held it in 1 quarter. The position peaked at $219K in Q1 2023. 79 funds tracked by Wall St. Rank hold BBAG as of Q2 2023.

  • NWAM LLC reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • NWAM LLC sold 4,663 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2023, an estimated $219K.
  • NWAM LLC first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2023 and held it in 1 quarter.
  • NWAM LLC's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $219K in Q1 2023.
  • 79 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2023.

Based on NWAM LLC's 13F filing for Q2 2023, filed 10 Aug 2023.