WAAG
Wealth Alliance Advisory Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
257,789
-636
| -0.2% | -$29.4K | 2.27% | 9 |
|
|
2025
Q1 | $11.9M | Sell |
258,425
-28,107
| -10% | -$1.3M | 2.47% | 9 |
|
|
2024
Q4 | $12.9M | Buy |
286,532
+2,432
| +0.9% | +$110K | 2.74% | 10 |
|
|
2024
Q3 | $13.4M | Buy |
284,100
+7,706
| +3% | +$365K | 2.82% | 9 |
|
|
2024
Q2 | $12.6M | Buy |
276,394
+9,416
| +4% | +$428K | 2.83% | 9 |
|
|
2024
Q1 | $12.2M | Buy |
266,978
+19,114
| +8% | +$877K | 2.84% | 9 |
|
|
2023
Q4 | $11.5M | Buy |
247,864
+13,366
| +6% | +$622K | 3.01% | 8 |
|
|
2023
Q3 | $10.4M | Buy |
+234,498
| New | +$10.4M | 3.08% | 8 |
|