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

XML Financial’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 Q1	–	Sell	-4,395	Closed	-$245K	–	217
2020 Q4	$245K	Buy	4,395 +31	+0.7%	+$1.73K	0.06%	175
2020 Q3	$244K	Buy	+4,364	New	+$245K	0.08%	162

Other funds holding BBAG

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.62B AUM 17.53% 1-Year Est. Return

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return