OMC
BBSA

Old Mission Capital’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History

Old Mission Capital’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
2023
Q4 		– Sell
-6,537
Closed -$305K – 1701
2023
Q3 		$305K Buy
+6,537
New +$307K 0.01% 873

Other funds holding BBSA

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Old Mission Capital's BBSA Position: Q4 2023 in Review

Old Mission Capital sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q4 2023, closing a stake of 6,537 shares — an estimated $305K sold.

Old Mission Capital first reported a position in BBSA in Q3 2023 and held it in 1 quarter. The position peaked at $305K in Q3 2023. 17 funds tracked by Wall St. Rank hold BBSA as of Q4 2023.

  • Old Mission Capital reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Old Mission Capital sold 6,537 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q4 2023, an estimated $305K.
  • Old Mission Capital first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Old Mission Capital's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $305K in Q3 2023.
  • 17 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q4 2023.

Based on Old Mission Capital's 13F filing for Q4 2023, filed 14 Feb 2024.