RCIM
BBAG icon

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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return