Atria Investments, Inc
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1535865
Charlotte, NC
Position in BBAG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$206,519
-$44,613 QoQ
Shares Held
4,474
-17.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,519 | 4,474 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $251,132 | 5,410 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $267,885 | 5,740 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $296,734 | 6,427 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $278,642 | 6,043 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $314,346 | 6,643 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $292,485 | 6,441 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,494,227 | 54,376 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,504,663 | 53,829 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,411,773 | 54,528 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,424,588 | 52,503 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,370,082 | 50,481 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,009,356 | 43,882 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,957,228 | 43,016 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,060,503 | 42,954 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,053,332 | 40,652 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,392,173 | 44,357 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,264,027 | 41,714 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,116,478 | 38,863 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||