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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,220
Closed -$108K 245
2024
Q3
$108K Buy
2,220
+73
+3% +$3.52K 0.04% 36
2024
Q2
$101K Buy
2,147
+224
+12% +$10.6K 0.04% 38
2024
Q1
$91.5K Sell
1,923
-823
-30% -$39.2K 0.04% 40
2023
Q4
$131K Sell
2,746
-248
-8% -$11.7K 0.05% 33
2023
Q3
$140K Buy
2,994
+1,286
+75% +$60.3K 0.08% 35
2023
Q2
$80.3K Buy
1,708
+69
+4% +$3.28K 0.04% 45
2023
Q1
$78.2K Buy
1,639
+32
+2% +$1.51K 0.04% 41
2022
Q4
$75.6K Sell
1,607
-903
-36% -$42.3K 0.04% 41
2022
Q3
$117K Buy
2,510
+118
+5% +$5.64K 0.07% 33
2022
Q2
$115K Buy
+2,392
New +$115K 0.07% 33

Your Advocates Ltd's BBSA Position: Q4 2024 in Review

Your Advocates Ltd sold out of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) in Q4 2024, closing a stake of 2,220 shares — an estimated $108K sold.

Your Advocates Ltd first reported a position in BBSA in Q2 2022 and held it in 10 quarters. The position peaked at $140K in Q3 2023. 0 funds tracked by Wall St. Rank hold BBSA as of Q4 2024.

  • Your Advocates Ltd reported no remaining JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Your Advocates Ltd sold 2,220 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF shares in Q4 2024, an estimated $108K.
  • Your Advocates Ltd first reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in Q2 2022 and held it in 10 quarters.
  • Your Advocates Ltd's JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF position peaked at $140K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF as of Q4 2024.

Based on Your Advocates Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.