Wealth Alliance Advisory Group, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1735734
Wichita, KS
Position in BBAG
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$14,877,321
+$1,789,295 QoQ
Shares Held
322,299
+14.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BBAG Over Time
Shares Held
Position Value (USD)
All Filings in BBAG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,877,321 | 322,299 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $13,088,026 | 281,948 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,227,493 | 261,999 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $11,902,118 | 257,789 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $11,915,976 | 258,425 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $13,443,612 | 284,100 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $12,551,051 | 276,394 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,246,280 | 266,978 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $11,533,111 | 247,864 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $10,371,846 | 234,498 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||