SFG
BBAG icon

SNS Financial Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

SNS Financial Group’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
Q3 		– Sell
-4,356
Closed -$209K – 195
2022
Q2 		$209K Hold
4,356
– – 0.03% 175
2022
Q1 		$220K Hold
4,356
– – 0.02% 194
2021
Q4 		$235K Buy
+4,356
New +$236K 0.03% 197

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 22.9% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 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
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SNS Financial Group's BBAG Position: Q3 2022 in Review

SNS Financial Group sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2022, closing a stake of 4,356 shares — an estimated $209K sold.

SNS Financial Group first reported a position in BBAG in Q4 2021 and held it in 3 quarters. The position peaked at $235K in Q4 2021. 65 funds tracked by Wall St. Rank hold BBAG as of Q3 2022.

  • SNS Financial Group reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • SNS Financial Group sold 4,356 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2022, an estimated $209K.
  • SNS Financial Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2021 and held it in 3 quarters.
  • SNS Financial Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $235K in Q4 2021.
  • 65 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2022.

Based on SNS Financial Group's 13F filing for Q3 2022, filed 12 Oct 2022.