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Simplicity Solutions’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-47,112
Closed -$2.62M – 522
2020
Q4 		$2.62M Buy
47,112
+7,184
+18% +$400K 0.04% 330
2020
Q3 		$2.23M Buy
39,928
+966
+2% +$54.2K 0.04% 309
2020
Q2 		$2.18M Buy
+38,962
New +$2.16M 0.04% 295

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Simplicity Solutions's BBAG Position: Q1 2021 in Review

Simplicity Solutions sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2021, closing a stake of 47,112 shares — an estimated $2.62M sold.

Simplicity Solutions first reported a position in BBAG in Q2 2020 and held it in 3 quarters. The position peaked at $2.62M in Q4 2020. 53 funds tracked by Wall St. Rank hold BBAG as of Q1 2021.

  • Simplicity Solutions reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 47,112 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2021, an estimated $2.62M.
  • Simplicity Solutions first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2020 and held it in 3 quarters.
  • Simplicity Solutions's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $2.62M in Q4 2020.
  • 53 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.