TWIN PEAKS WEALTH ADVISORS, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 2006218
BURLINGAME, CA
All Filings in BBAG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,061 | 11,775 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $538,040 | 11,656 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $567,623 | 12,228 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $597,329 | 12,799 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $527,261 | 11,420 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $461,745 | 10,014 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $430,895 | 9,106 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $370,136 | 8,151 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $332,832 | 7,256 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $328,827 | 7,067 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||