Steward Partners Investment Advisory’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $179K | Sell |
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|
2025
Q2 | $217K | Sell |
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2025
Q1 | $302K | Sell |
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|
2024
Q4 | $322K | Sell |
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|
2024
Q3 | $566K | Buy |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $2.49M | Sell |
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|
2023
Q4 | $4.22M | Sell |
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|
2023
Q3 | $4.04M | Sell |
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|
2023
Q2 | $4.49M | Buy |
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|
2023
Q1 | $1.76M | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $64K | Buy |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $34K | Buy |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $7K | Sell |
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|
2021
Q1 | $14.8K | Buy |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $7K | Sell |
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|
2020
Q2 | $24K | Hold |
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|
2020
Q1 | $22K | Hold |
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|
2019
Q4 | $22K | Buy |
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|
2019
Q3 | $16K | Buy |
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