Spire Wealth Management
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1858740
MCLEAN, VA
Position in BBAG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$3,692
+$443 QoQ
Shares Held
80
+14.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Common Shares in BBAG Over Time
Shares Held
Position Value (USD)
All Filings in BBAG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,692 | 80 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,249 | 70 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,053 | 44 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,754 | 38 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,121 | 46 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $4,022 | 85 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,769 | 83 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,531 | 77 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,582 | 77 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,184 | 72 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,232 | 70 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||