Red Cedar Investment Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Red Cedar Investment Management’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
2023 Q3	–	Sell	-20,631	Closed	-$953K	–	77
2023 Q2	$953K	Buy	20,631 +3,772	+22%	+$176K	0.14%	70
2023 Q1	$792K	Hold	16,859	–	–	0.12%	75
2022 Q4	$772K	Hold	16,859	–	–	0.12%	72
2022 Q3	$767K	Buy	16,859 +2,191	+15%	+$105K	0.13%	66
2022 Q2	$704K	Hold	14,668	–	–	0.12%	70
2022 Q1	$741K	Hold	14,668	–	–	0.1%	75
2021 Q4	$791K	Hold	14,668	–	–	0.09%	79
2021 Q3	$796K	Buy	+14,668	New	+$804K	0.1%	73

Other funds holding BBAG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

BFG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Red Cedar Investment Management's BBAG Position: Q3 2023 in Review

Red Cedar Investment Management sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2023, closing a stake of 20,631 shares — an estimated $953K sold.

Red Cedar Investment Management first reported a position in BBAG in Q3 2021 and held it in 8 quarters. The position peaked at $953K in Q2 2023. 89 funds tracked by Wall St. Rank hold BBAG as of Q3 2023.

Red Cedar Investment Management reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
Red Cedar Investment Management sold 20,631 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2023, an estimated $953K.
Red Cedar Investment Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2021 and held it in 8 quarters.
Red Cedar Investment Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $953K in Q2 2023.
89 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2023.

Based on Red Cedar Investment Management's 13F filing for Q3 2023, filed 30 Oct 2023.