KELLY FINANCIAL GROUP LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1128066
Wethersfield, CT
Position in BBAG
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$3,117,415
-$43,647 QoQ
Shares Held
67,535
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBAG Over Time
Shares Held
Position Value (USD)
All Filings in BBAG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,117,415 | 67,535 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,161,062 | 68,097 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,223,543 | 69,071 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,275,392 | 70,942 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,442,111 | 74,650 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||