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Sandy Spring Bank’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Sandy Spring Bank’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
2024
Q3 		– Sell
-70
Closed -$3.18K – 1206
2024
Q2 		$3.18K Hold
70
– – ﹤0.01% 1042
2024
Q1 		$3.21K Hold
70
– – ﹤0.01% 1001
2023
Q4 		$3.26K Hold
70
– – ﹤0.01% 969
2023
Q3 		$3.1K Buy
+70
New +$3.17K ﹤0.01% 986

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sandy Spring Bank's BBAG Position: Q3 2024 in Review

Sandy Spring Bank sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2024, closing a stake of 70 shares — an estimated $3.18K sold.

Sandy Spring Bank first reported a position in BBAG in Q3 2023 and held it in 4 quarters. The position peaked at $3.26K in Q4 2023. 93 funds tracked by Wall St. Rank hold BBAG as of Q3 2024.

  • Sandy Spring Bank reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 70 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2024, an estimated $3.18K.
  • Sandy Spring Bank first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2023 and held it in 4 quarters.
  • Sandy Spring Bank's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $3.26K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2024.

Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.