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Shine Investment Advisory Services’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Shine Investment Advisory 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
2020
Q1 		– Sell
-65
Closed -$3K – 712
2019
Q4 		$3K Buy
+65
New +$3.47K ﹤0.01% 688

Other funds holding BBAG

CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Shine Investment Advisory Services's BBAG Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2020, closing a stake of 65 shares — an estimated $3K sold.

Shine Investment Advisory Services first reported a position in BBAG in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 44 funds tracked by Wall St. Rank hold BBAG as of Q1 2020.

  • Shine Investment Advisory Services reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 65 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2020, an estimated $3K.
  • Shine Investment Advisory Services first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Shine Investment Advisory Services's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $3K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.