Steward Partners Investment Advisory’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History

Steward Partners Investment Advisory’s Portfolio BBSA Stock Details BBSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-348	Closed	-$16K	–	3467
2022 Q3	$16K	Buy	+348	New	+$16.6K	﹤0.01%	2331

Other funds holding BBSA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

YAL

Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's BBSA Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q4 2022, closing a stake of 348 shares — an estimated $16K sold.

Steward Partners Investment Advisory first reported a position in BBSA in Q3 2022 and held it in 1 quarter. The position peaked at $16K in Q3 2022. 17 funds tracked by Wall St. Rank hold BBSA as of Q4 2022.

Steward Partners Investment Advisory reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 348 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q4 2022, an estimated $16K.
Steward Partners Investment Advisory first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q3 2022 and held it in 1 quarter.
Steward Partners Investment Advisory's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $16K in Q3 2022.
17 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.