Tidemark’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History

Tidemark’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
2024 Q4	–	Sell	-260	Closed	-$12.7K	–	696
2024 Q3	$12.7K	Hold	260	–	–	0.01%	408
2024 Q2	$12.3K	Hold	260	–	–	0.01%	391
2024 Q1	$12.4K	Buy	260 +100	+63%	+$4.76K	0.01%	410
2023 Q4	$7.66K	Buy	+160	New	+$7.53K	﹤0.01%	450

Tidemark's BBSA Position: Q4 2024 in Review

Tidemark sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q4 2024, closing a stake of 260 shares — an estimated $12.7K sold.

Tidemark first reported a position in BBSA in Q4 2023 and held it in 4 quarters. The position peaked at $12.7K in Q3 2024. 0 funds tracked by Wall St. Rank hold BBSA as of Q4 2024.

Tidemark reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Tidemark sold 260 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q4 2024, an estimated $12.7K.
Tidemark first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q4 2023 and held it in 4 quarters.
Tidemark's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $12.7K in Q3 2024.
0 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q4 2024.

Based on Tidemark's 13F filing for Q4 2024, filed 10 Feb 2025.