UBS Group’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-39
| Closed | -$1.9K | – | 10719 |
|
|
2024
Q3 | $1.9K | Buy |
+39
| New | +$1.88K | ﹤0.01% | 8530 |
|
|
2024
Q2 | – | Sell |
-22
| Closed | -$1.05K | – | 10295 |
|
|
2024
Q1 | $1.05K | Buy |
+22
| New | +$1.05K | ﹤0.01% | 8253 |
|
|
2023
Q4 | – | Sell |
-80
| Closed | -$3.74K | – | 10130 |
|
|
2023
Q3 | $3.74K | Sell |
80
-339
| -81% | -$15.9K | ﹤0.01% | 7518 |
|
|
2023
Q2 | $19.7K | Buy |
419
+385
| +1,132% | +$18.3K | ﹤0.01% | 6873 |
|
|
2023
Q1 | $1.62K | Buy |
34
+16
| +89% | +$758 | ﹤0.01% | 8690 |
|
|
2022
Q4 | $847 | Buy |
18
+10
| +125% | +$469 | ﹤0.01% | 10054 |
|
|
2022
Q3 | $0 | Sell |
8
-131
| -94% | -$6.26K | ﹤0.01% | 11129 |
|
|
2022
Q2 | $7K | Sell |
139
-2,128
| -94% | -$103K | ﹤0.01% | 8559 |
|
|
2022
Q1 | $111K | Buy |
2,267
+1,636
| +259% | +$81.5K | ﹤0.01% | 5836 |
|
|
2021
Q4 | $32K | Buy |
+631
| New | +$32.3K | ﹤0.01% | 7339 |
|
|
2021
Q3 | – | Sell |
-1,733
| Closed | -$90K | – | 10234 |
|
|
2021
Q2 | $90K | Buy |
1,733
+1,300
| +300% | +$67.3K | ﹤0.01% | 5965 |
|
|
2021
Q1 | $22K | Sell |
433
-50
| -10% | -$2.6K | ﹤0.01% | 7302 |
|
|
2020
Q4 | $25K | Buy |
+483
| New | +$25.3K | ﹤0.01% | 6788 |
|
|
2020
Q2 | – | Sell |
-668
| Closed | -$35K | – | 8454 |
|
|
2020
Q1 | $35K | Sell |
668
-1,077
| -62% | -$55.2K | ﹤0.01% | 6110 |
|
|
2019
Q4 | $89K | Buy |
1,745
+606
| +53% | +$30.9K | ﹤0.01% | 6068 |
|
|
2019
Q3 | $58K | Buy |
1,139
+888
| +354% | +$45.3K | ﹤0.01% | 6118 |
|
|
2019
Q2 | $13K | Buy |
251
+1
| +0.4% | +$50 | ﹤0.01% | 6912 |
|
|
2019
Q1 | $13K | Buy |
+250
| New | +$12.6K | ﹤0.01% | 6651 |
|
UBS Group's BBSA Position: Q4 2024 in Review
UBS Group sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q4 2024, closing a stake of 39 shares — an estimated $1.9K sold.
UBS Group first reported a position in BBSA in Q1 2019 and held it in 18 quarters. The position peaked at $111K in Q1 2022. 0 funds tracked by Wall St. Rank hold BBSA as of Q4 2024.
- UBS Group reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
- UBS Group sold 39 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q4 2024, an estimated $1.9K.
- UBS Group first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q1 2019 and held it in 18 quarters.
- UBS Group's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $111K in Q1 2022.
- 0 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q4 2024.
Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.