Integrated Wealth Concepts LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in BBAG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,652 | 14,160 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $750,053 | 16,249 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $450,366 | 9,702 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,158,582 | 24,825 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $901,792 | 19,532 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $557,516 | 12,091 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $620,223 | 13,107 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $797,127 | 17,554 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $894,786 | 19,507 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,126,910 | 24,219 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,277,804 | 28,890 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,188,654 | 47,394 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,147,868 | 45,748 | Shares | Sole | 2023-05-03 | |
| 2021-12-31 | $39,828,707 | 738,526 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $39,809,735 | 733,482 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $39,143,451 | 718,756 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||