WWM
BBSA

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

Wiser Wealth Management’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
2023
Q1 		– Sell
-40,299
Closed -$1.9M – 39
2022
Q4 		$1.9M Buy
+40,299
New +$1.89M 0.88% 17
2022
Q3 		– Sell
-13,301
Closed -$640K – 39
2022
Q2 		$640K Buy
+13,301
New +$642K 0.33% 27

Other funds holding BBSA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wiser Wealth Management's BBSA Position: Q1 2023 in Review

Wiser Wealth Management sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q1 2023, closing a stake of 40,299 shares — an estimated $1.9M sold.

Wiser Wealth Management first reported a position in BBSA in Q2 2022 and held it in 2 quarters. The position peaked at $1.9M in Q4 2022. 14 funds tracked by Wall St. Rank hold BBSA as of Q1 2023.

  • Wiser Wealth Management reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Wiser Wealth Management sold 40,299 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q1 2023, an estimated $1.9M.
  • Wiser Wealth Management first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Wiser Wealth Management's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $1.9M in Q4 2022.
  • 14 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q1 2023.

Based on Wiser Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.