Allworth Financial LP
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1555170
FOLSOM, CA
Position in BBAG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$50,131
-$45,697 QoQ
Shares Held
1,091
-47.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 34 holders
Holding Since
Jun 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,131 | 1,091 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $95,828 | 2,076 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $96,507 | 2,079 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $100,993 | 2,164 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $121,888 | 2,640 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $114,906 | 2,492 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $129,751 | 2,742 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $185,953 | 4,095 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $208,983 | 4,556 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $217,527 | 4,675 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $298,596 | 6,751 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $513,613 | 11,122 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $525,652 | 11,196 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $533,041 | 11,641 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $328,191 | 7,213 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,142,645 | 23,820 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,529,341 | 30,278 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $22,688,998 | 420,712 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $17,774,682 | 327,493 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $18,720,788 | 343,753 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||