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Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
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Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
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한국어
繁體中文
SHP Wealth Management’s
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
Stock Holding History
SHP Wealth Management’s Portfolio
BBAG Stock Details
BBAG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
–
Hold
0
–
–
–
1978
2026
Q1
–
Hold
0
–
–
–
1816
2025
Q4
–
Hold
0
–
–
–
1558
Other funds holding BBAG
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41.13%
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1-Year Est. Return
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26.59%
1-Year Est. Return
Morgan Stanley
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$1.89T AUM
35.08%
1-Year Est. Return
Wealth Alliance Advisory Group
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$712M AUM
16.81%
1-Year Est. Return
Apella Capital
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10.78%
1-Year Est. Return
Heck Capital Advisors
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$1.82B AUM
17.91%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$424B AUM
22.9%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
Theme
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