Apella Capital, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1801507
WEST HARTFORD, CT
Position in BBAG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$15,916,845
-$1,200,576 QoQ
Shares Held
344,819
-6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,916,845 | 344,819 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $17,117,421 | 368,751 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $17,085,653 | 366,095 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,889,818 | 105,909 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,827,385 | 39,631 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $3,220,409 | 68,056 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $3,299,581 | 72,662 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,702,167 | 80,710 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,926,177 | 105,871 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $5,269,164 | 119,131 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,912,240 | 128,026 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $6,568,346 | 143,445 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $3,419,416 | 75,152 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,268,693 | 47,294 | Shares | Sole | 2022-07-08 | |
| 2021-09-30 | $254,821 | 4,695 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $242,946 | 4,461 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||