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Prestige Wealth Management Group’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Prestige Wealth Management Group’s Portfolio BBCB Stock Details BBCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-850
Closed -$48K – 979
2021
Q2 		$48K Hold
850
– – 0.01% 253
2021
Q1 		$46K Sell
850
-1,469
-63% -$82K 0.01% 256
2020
Q4 		$134K Sell
2,319
-355
-13% -$20.4K 0.04% 149
2020
Q3 		$152K Buy
2,674
+1,081
+68% +$62.4K 0.05% 136
2020
Q2 		$90K Buy
+1,593
New +$88.5K 0.03% 163

Other funds holding BBCB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LSA
Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Prestige Wealth Management Group's BBCB Position: Q3 2021 in Review

Prestige Wealth Management Group sold out of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) in Q3 2021, closing a stake of 850 shares — an estimated $48K sold.

Prestige Wealth Management Group first reported a position in BBCB in Q2 2020 and held it in 5 quarters. The position peaked at $152K in Q3 2020. 12 funds tracked by Wall St. Rank hold BBCB as of Q3 2021.

  • Prestige Wealth Management Group reported no remaining JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 850 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $48K.
  • Prestige Wealth Management Group first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q2 2020 and held it in 5 quarters.
  • Prestige Wealth Management Group's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $152K in Q3 2020.
  • 12 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Prestige Wealth Management Group's 13F filing for Q3 2021, filed 12 Nov 2021.