Perennial Investment Advisors, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1801523
Los Angeles, CA
Position in BBAG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$306,210
+$724 QoQ
Shares Held
6,664
+0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#17
of 34 holders
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,210 | 6,664 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $305,486 | 6,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $303,911 | 6,547 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $322,723 | 6,915 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $321,158 | 6,956 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $313,086 | 6,790 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $314,536 | 6,647 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $296,481 | 6,529 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $314,989 | 6,867 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $345,019 | 7,415 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $341,234 | 7,715 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $368,331 | 7,976 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $653,778 | 13,925 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||