CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1766904
RICHMOND, VA
Position in BBAG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$381,327
+$94,127 QoQ
Shares Held
8,261
+33.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in BBAG Over Time
Shares Held
Position Value (USD)
All Filings in BBAG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $381,327 | 8,261 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $287,200 | 6,187 | Shares | Other | 2026-02-09 | |
| 2025-03-31 | $248,025 | 5,379 | Shares | Other | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||