Steward Partners Investment Advisory, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1723397
STAMFORD, CT
All Filings in BBAG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,461 | 4,602 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $212,428 | 4,602 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $193,153 | 4,161 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $179,072 | 3,837 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $216,721 | 4,694 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $301,559 | 6,540 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $566,136 | 11,964 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $519,308 | 11,436 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,485,190 | 54,179 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,216,734 | 90,624 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,040,587 | 91,354 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,488,557 | 97,197 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,764,521 | 37,583 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $221,806 | 4,844 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $61,152 | 1,344 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $64,471 | 1,344 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $31,568 | 625 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $33,706 | 625 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,784 | 125 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,807 | 125 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||