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Summit Wealth Partners’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Summit Wealth Partners’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
Q4 		– Sell
-10,858
Closed -$589K – 165
2021
Q3 		$589K Hold
10,858
– – 0.14% 82
2021
Q2 		$591K Sell
10,858
-1,901
-15% -$103K 0.14% 87
2021
Q1 		$685K Buy
12,759
+3,630
+40% +$198K 0.18% 75
2020
Q4 		$508K Hold
9,129
– – 0.14% 85
2020
Q3 		$510K Buy
9,129
+3,579
+64% +$201K 0.15% 91
2020
Q2 		$311K Buy
5,550
+1,788
+48% +$99.1K 0.1% 110
2020
Q1 		$203K Buy
+3,762
New +$203K 0.08% 107

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IWC
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AF
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AWAG
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RJA
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5L
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CW
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