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Rothschild Investment LLC’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Rothschild Investment LLC’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
-13
Closed -$587 – 3025
2024
Q4 		$587 Buy
+13
New +$598 ﹤0.01% 2470

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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 $829M AUM 20.38% 1-Year Est. Return

Rothschild Investment LLC's BBAG Position: Q1 2025 in Review

Rothschild Investment LLC sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2025, closing a stake of 13 shares — an estimated $587 sold.

Rothschild Investment LLC first reported a position in BBAG in Q4 2024 and held it in 1 quarter. The position peaked at $587 in Q4 2024. 90 funds tracked by Wall St. Rank hold BBAG as of Q1 2025.

  • Rothschild Investment LLC reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 13 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2025, an estimated $587.
  • Rothschild Investment LLC first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Rothschild Investment LLC's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $587 in Q4 2024.
  • 90 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2025.

Based on Rothschild Investment LLC's 13F filing for Q1 2025, filed 8 Apr 2025.