Realta Investment Advisors’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-403	Closed	-$18.1K	–	384
2024 Q2	$18.1K	Buy	403 +4	+1%	+$179	﹤0.01%	630
2024 Q1	$18.1K	Buy	+399	New	+$18.1K	﹤0.01%	651
2023 Q4	–	Sell	-384	Closed	-$17.4K	–	463
2023 Q3	$17.4K	Hold	384	–	–	﹤0.01%	631
2023 Q2	$17.4K	Buy	+384	New	+$17.4K	﹤0.01%	676
2023 Q1	–	Sell	-377	Closed	-$16.8K	–	450
2022 Q4	$16.8K	Buy	377 +4	+1%	+$177	﹤0.01%	663
2022 Q3	$16K	Buy	+373	New	+$17.2K	﹤0.01%	640

Other funds holding BBCB

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

JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TPA

Trivium Point Advisory Westport, Connecticut $553M AUM 26.47% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return

Realta Investment Advisors's BBCB Position: Q3 2024 in Review

Realta Investment Advisors sold out of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) in Q3 2024, closing a stake of 403 shares — an estimated $18.1K sold.

Realta Investment Advisors first reported a position in BBCB in Q3 2022 and held it in 6 quarters. The position peaked at $18.1K in Q1 2024. 22 funds tracked by Wall St. Rank hold BBCB as of Q3 2024.

Realta Investment Advisors reported no remaining JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 403 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $18.1K.
Realta Investment Advisors first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
Realta Investment Advisors's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $18.1K in Q1 2024.
22 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.