Alpha Omega Wealth Management LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1665633
RICHMOND, VA
Position in BBAG
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$561,536
-$703 QoQ
Shares Held
12,165
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BBAG Over Time
Shares Held
Position Value (USD)
All Filings in BBAG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $561,536 | 12,165 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $562,239 | 12,112 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $561,020 | 12,021 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $550,669 | 11,927 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $545,665 | 11,834 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $564,291 | 11,925 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $592,328 | 13,044 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $593,924 | 12,948 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $603,121 | 12,962 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $588,347 | 13,302 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $622,414 | 13,478 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $631,383 | 13,448 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $612,807 | 13,383 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $430,794 | 9,468 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $444,921 | 9,275 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $562,176 | 11,130 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $602,559 | 11,173 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $610,973 | 11,257 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||