RWPA
BBAG icon

Richard W. Paul & Associates’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Richard W. Paul & Associates’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
2025
Q1 		– Sell
-12
Closed -$542 – 349
2024
Q4 		$542 Sell
12
-28
-70% -$1.29K ﹤0.01% 489
2024
Q3 		$1.89K Hold
40
– – ﹤0.01% 421
2024
Q2 		$1.82K Sell
40
-509
-93% -$23K ﹤0.01% 418
2024
Q1 		$25.2K Sell
549
-57,686
-99% -$2.65M 0.01% 244
2023
Q4 		$2.71M Sell
58,235
-1,003
-2% -$44.8K 1.14% 19
2023
Q3 		$2.62M Buy
59,238
+5,483
+10% +$249K 1.2% 18
2023
Q2 		$2.48M Buy
53,755
+718
+1% +$33.5K 1.08% 19
2023
Q1 		$2.49M Buy
53,037
+4,095
+8% +$191K 1.15% 19
2022
Q4 		$2.24M Buy
+48,942
New +$2.23M 1.13% 20

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return