Wagner Wealth Management (South Carolina)’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio BBSA Stock Details BBSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$26	–	247
2024 Q3	$26	Hold	1	–	–	﹤0.01%	227
2024 Q2	$25	Hold	1	–	–	﹤0.01%	260
2024 Q1	$25	Hold	1	–	–	﹤0.01%	247
2023 Q4	$25	Hold	1	–	–	﹤0.01%	231
2023 Q3	$24	Buy	+1	New	+$47	﹤0.01%	211
2023 Q2	–	Sell	-1	Closed	-$24	–	235
2023 Q1	$24	Hold	1	–	–	﹤0.01%	214
2022 Q4	$24	Hold	1	–	–	﹤0.01%	234
2022 Q3	$0	Buy	+1	New	+$48	﹤0.01%	785
2021 Q3	–	Sell	-1,020	Closed	-$52.8K	–	728
2021 Q2	$53K	Buy	1,020 +2	+0.2%	+$104	0.04%	246
2021 Q1	$53K	Buy	+1,018	New	+$53K	0.04%	223

Wagner Wealth Management (South Carolina)'s BBSA Position: Q4 2024 in Review

Wagner Wealth Management (South Carolina) sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q4 2024, closing a stake of 1 share — an estimated $26 sold.

Wagner Wealth Management (South Carolina) first reported a position in BBSA in Q1 2021 and held it in 10 quarters. The position peaked at $53K in Q2 2021. 0 funds tracked by Wall St. Rank hold BBSA as of Q4 2024.

Wagner Wealth Management (South Carolina) reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 1 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF share in Q4 2024, an estimated $26.
Wagner Wealth Management (South Carolina) first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q1 2021 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $53K in Q2 2021.
0 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q4 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2024, filed 29 Jan 2025.