WealthStone’s JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-1	Closed	-$50	–	629
2019 Q2	$50	Buy	+1	New	+$50	﹤0.01%	1003

Other funds holding BBSA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthStone's BBSA Position: Q3 2019 in Review

WealthStone sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q3 2019, closing a stake of 1 share — an estimated $50 sold.

WealthStone first reported a position in BBSA in Q2 2019 and held it in 1 quarter. The position peaked at $50 in Q2 2019. 4 funds tracked by Wall St. Rank hold BBSA as of Q3 2019.

WealthStone reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
WealthStone sold 1 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF share in Q3 2019, an estimated $50.
WealthStone first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q2 2019 and held it in 1 quarter.
WealthStone's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $50 in Q2 2019.
4 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q3 2019.

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