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WealthStone’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

WealthStone’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
2019
Q3 		– Sell
-7
Closed -$342 – 108
2019
Q2 		$342 Buy
+7
New +$363 ﹤0.01% 963

Other funds holding BBAG

CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthStone's BBAG Position: Q3 2019 in Review

WealthStone sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2019, closing a stake of 7 shares — an estimated $342 sold.

WealthStone first reported a position in BBAG in Q2 2019 and held it in 1 quarter. The position peaked at $342 in Q2 2019. 19 funds tracked by Wall St. Rank hold BBAG as of Q3 2019.

  • WealthStone reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 7 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2019, an estimated $342.
  • WealthStone first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2019 and held it in 1 quarter.
  • WealthStone's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $342 in Q2 2019.
  • 19 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.