Lodestone Wealth Management LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1950158
SPOKANE, WA
All Filings in BBAG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,341 | 138 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,277 | 136 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,266 | 135 | Shares | Sole | 2026-01-15 | |
| 2023-09-30 | $214,515 | 4,850 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $229,145 | 4,962 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $233,811 | 4,980 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,819,793 | 61,581 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||