Tower Research Capital (TRC)’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Tower Research Capital (TRC)’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
2023 Q1	–	Sell	-70	Closed	-$3K	–	5805
2022 Q4	$3K	Sell	70 -30	-30%	-$1.37K	﹤0.01%	5151
2022 Q3	$5K	Buy	+100	New	+$4.77K	﹤0.01%	5123
2021 Q2	–	Sell	-2,200	Closed	-$118K	–	5462
2021 Q1	$118K	Buy	+2,200	New	+$120K	﹤0.01%	2464
2020 Q2	–	Sell	-500	Closed	-$27K	–	4729
2020 Q1	$27K	Buy	+500	New	+$26.9K	﹤0.01%	1567

Other funds holding BBAG

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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tower Research Capital (TRC)'s BBAG Position: Q1 2023 in Review

Tower Research Capital (TRC) sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2023, closing a stake of 70 shares — an estimated $3K sold.

Tower Research Capital (TRC) first reported a position in BBAG in Q1 2020 and held it in 4 quarters. The position peaked at $118K in Q1 2021. 75 funds tracked by Wall St. Rank hold BBAG as of Q1 2023.

Tower Research Capital (TRC) reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Tower Research Capital (TRC) sold 70 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2023, an estimated $3K.
Tower Research Capital (TRC) first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2020 and held it in 4 quarters.
Tower Research Capital (TRC)'s JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $118K in Q1 2021.
75 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2023, filed 9 May 2023.