LGT Financial Advisors LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1965191
DALLAS, TX
All Filings in BBAG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,462 | 750 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $28,342 | 614 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $28,733 | 619 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,488 | 439 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $18,097 | 392 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,673 | 405 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $20,376 | 451 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,671 | 458 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $24,656 | 543 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $8,897 | 194 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $22,008 | 473 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $63,956 | 1,446 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $111,062 | 2,405 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||