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Security Financial Services’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Security Financial Services’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
Q1 		– Sell
-20,126
Closed -$1.08M – 133
2021
Q4 		$1.08M Buy
+20,126
New +$1.09M 0.36% 53

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Security Financial Services's BBAG Position: Q1 2022 in Review

Security Financial Services sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2022, closing a stake of 20,126 shares — an estimated $1.08M sold.

Security Financial Services first reported a position in BBAG in Q4 2021 and held it in 1 quarter. The position peaked at $1.08M in Q4 2021. 63 funds tracked by Wall St. Rank hold BBAG as of Q1 2022.

  • Security Financial Services reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Security Financial Services sold 20,126 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2022, an estimated $1.08M.
  • Security Financial Services first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Security Financial Services's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $1.08M in Q4 2021.
  • 63 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2022.

Based on Security Financial Services's 13F filing for Q1 2022, filed 19 Apr 2022.