Patriot Financial Group Insurance Agency’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q2	–	Sell	-56	Closed	-$3K	–	2013
2022 Q1	$3K	Hold	56	–	–	﹤0.01%	1743
2021 Q4	$3K	Buy	56 +26	+87%	+$1.41K	﹤0.01%	1834
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	1911
2021 Q2	$2K	Sell	30 -1	-3%	-$54	﹤0.01%	1846
2021 Q1	$2K	Hold	31	–	–	﹤0.01%	1750
2020 Q4	$2K	Buy	+31	New	+$1.73K	﹤0.01%	1610

Other funds holding BBAG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BBAG Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2022, closing a stake of 56 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in BBAG in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 68 funds tracked by Wall St. Rank hold BBAG as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 56 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2020 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $3K in Q1 2022.
68 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.