SHJ
Sharkey, Howes & Javer’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.76M | Sell |
189,626
-68,913
| -27% | -$3.18M | 1.17% | 24 |
|
|
2025
Q1 | $11.9M | Sell |
258,539
-4,828
| -2% | -$223K | 1.71% | 13 |
|
|
2024
Q4 | $11.9M | Sell |
263,367
-47,944
| -15% | -$2.17M | 1.67% | 14 |
|
|
2024
Q3 | $14.7M | Buy |
311,311
+42,682
| +16% | +$2.02M | 2.1% | 12 |
|
|
2024
Q2 | $12.2M | Buy |
268,629
+24,246
| +10% | +$1.1M | 1.97% | 11 |
|
|
2024
Q1 | $11.2M | Buy |
244,383
+92,656
| +61% | +$4.25M | 1.84% | 11 |
|
|
2023
Q4 | $7.06M | Sell |
151,727
-8,382
| -5% | -$390K | 1.25% | 19 |
|
|
2023
Q3 | $7.08M | Sell |
160,109
-16,456
| -9% | -$728K | 1.36% | 17 |
|
|
2023
Q2 | $8.15M | Buy |
176,565
+130,611
| +284% | +$6.03M | 1.54% | 15 |
|
|
2023
Q1 | $2.16M | Buy |
+45,954
| New | +$2.16M | 0.46% | 33 |
|