Clearwater Capital Advisors, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1690531
HOFFMAN ESTATES, IL
Position in BBAG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$55,463,132
+$4,039,799 QoQ
Shares Held
1,201,541
+8.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
49.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,463,132 | 1,201,541 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $51,423,333 | 1,107,784 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $48,620,572 | 1,041,795 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,889,798 | 972,272 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $44,722,872 | 969,917 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $41,457,856 | 876,117 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $38,539,512 | 848,701 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $37,386,526 | 815,054 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $35,555,759 | 764,147 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $47,011,049 | 1,062,877 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $23,532,542 | 509,583 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $22,037,297 | 469,378 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $21,478,944 | 469,075 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $10,724,213 | 235,697 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||