Schwarz Dygos Wheeler Investment Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
2022 Q2	–	Sell	-36,849	Closed	-$1.86M	–	130
2022 Q1	$1.86M	Sell	36,849 -286	-0.8%	-$14.9K	0.63%	41
2021 Q4	$2M	Buy	37,135 +1,782	+5%	+$96.4K	0.68%	38
2021 Q3	$1.92M	Buy	35,353 +2,411	+7%	+$132K	0.7%	41
2021 Q2	$1.79M	Buy	32,942 +8,687	+36%	+$470K	0.65%	44
2021 Q1	$1.3M	Buy	+24,255	New	+$1.32M	0.54%	46

Other funds holding BBAG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's BBAG Position: Q2 2022 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2022, closing a stake of 36,849 shares — an estimated $1.86M sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in BBAG in Q1 2021 and held it in 5 quarters. The position peaked at $2M in Q4 2021. 68 funds tracked by Wall St. Rank hold BBAG as of Q2 2022.

Schwarz Dygos Wheeler Investment Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 36,849 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2022, an estimated $1.86M.
Schwarz Dygos Wheeler Investment Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2021 and held it in 5 quarters.
Schwarz Dygos Wheeler Investment Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $2M in Q4 2021.
68 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2022.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.