Twin Peaks Wealth Advisors’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 | $526K | Buy |
11,420
+1,406
| +14% | +$64.7K | 0.17% | 89 |
|
|
2025
Q1 | $456K | Buy |
10,014
+2,154
| +27% | +$98.1K | 0.21% | 88 |
|
|
2024
Q4 | $355K | Sell |
7,860
-1,246
| -14% | -$56.3K | 0.15% | 101 |
|
|
2024
Q3 | $431K | Buy |
9,106
+955
| +12% | +$45.2K | 0.2% | 81 |
|
|
2024
Q2 | $370K | Buy |
8,151
+895
| +12% | +$40.6K | 0.18% | 89 |
|
|
2024
Q1 | $333K | Buy |
7,256
+189
| +3% | +$8.67K | 0.18% | 92 |
|
|
2023
Q4 | $329K | Buy |
+7,067
| New | +$329K | 0.21% | 93 |
|