Perigon Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Buy
9,735
+3,213
+49% +$148K 0.01% 697
2025
Q1
$301K Sell
6,522
-8,408
-56% -$388K 0.01% 811
2024
Q4
$675K Buy
+14,930
New +$675K 0.02% 556