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True Vision MN’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

True Vision MN’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
2024
Q3 		– Sell
-4,661
Closed -$212K – 99
2024
Q2 		$212K Sell
4,661
-435
-9% -$19.6K 0.14% 100
2024
Q1 		$227K Sell
5,096
-10,376
-67% -$476K 0.16% 88
2023
Q4 		$722K Buy
+15,472
New +$692K 0.58% 30

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

True Vision MN's BBAG Position: Q3 2024 in Review

True Vision MN sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2024, closing a stake of 4,661 shares — an estimated $212K sold.

True Vision MN first reported a position in BBAG in Q4 2023 and held it in 3 quarters. The position peaked at $722K in Q4 2023. 93 funds tracked by Wall St. Rank hold BBAG as of Q3 2024.

  • True Vision MN reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • True Vision MN sold 4,661 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2024, an estimated $212K.
  • True Vision MN first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2023 and held it in 3 quarters.
  • True Vision MN's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $722K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2024.

Based on True Vision MN's 13F filing for Q3 2024, filed 13 Nov 2024.