William Blair & Company
BBAG icon

William Blair & Company’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

William Blair & Company’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
2021
Q3 		– Sell
-71
Closed -$4K – 1883
2021
Q2 		$4K Buy
+71
New +$3.84K ﹤0.01% 1850

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

William Blair & Company's BBAG Position: Q3 2021 in Review

William Blair & Company sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2021, closing a stake of 71 shares — an estimated $4K sold.

William Blair & Company first reported a position in BBAG in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 68 funds tracked by Wall St. Rank hold BBAG as of Q3 2021.

  • William Blair & Company reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • William Blair & Company sold 71 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2021, an estimated $4K.
  • William Blair & Company first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2021 and held it in 1 quarter.
  • William Blair & Company's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $4K in Q2 2021.
  • 68 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2021.

Based on William Blair & Company's 13F filing for Q3 2021, filed 12 Nov 2021.