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Sargent Bickham Lagudis’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Sargent Bickham Lagudis’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
2021
Q2 		– Sell
-878
Closed -$47K – 929
2021
Q1 		$47K Hold
878
– – ﹤0.01% 446
2020
Q4 		$49K Sell
878
-2,687
-75% -$150K ﹤0.01% 428
2020
Q3 		$199K Buy
+3,565
New +$200K 0.02% 216

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Sargent Bickham Lagudis's BBAG Position: Q2 2021 in Review

Sargent Bickham Lagudis sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2021, closing a stake of 878 shares — an estimated $47K sold.

Sargent Bickham Lagudis first reported a position in BBAG in Q3 2020 and held it in 3 quarters. The position peaked at $199K in Q3 2020. 65 funds tracked by Wall St. Rank hold BBAG as of Q2 2021.

  • Sargent Bickham Lagudis reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 878 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2021, an estimated $47K.
  • Sargent Bickham Lagudis first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2020 and held it in 3 quarters.
  • Sargent Bickham Lagudis's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $199K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2021, filed 19 Jul 2021.