VAS
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Vestmark Advisory Solutions’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Vestmark Advisory Solutions’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
2022
Q1 		– Sell
-58,914
Closed -$3.18M – 855
2021
Q4 		$3.18M Buy
58,914
+39,907
+210% +$2.16M 0.18% 131
2021
Q3 		$1.03M Buy
19,007
+3,861
+25% +$212K 0.07% 322
2021
Q2 		$831K Buy
+15,146
New +$819K 0.06% 359

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SP
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Bank of America
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BFG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.18B AUM 25.3% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RJA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return