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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.21M Sell
47,870
-7,124
-13% -$329K 0.45% 48
2025
Q1
$2.54M Buy
54,994
+6,721
+14% +$310K 0.79% 28
2024
Q4
$2.18M Buy
+48,273
New +$2.18M 0.79% 28