Strategic Financial Concepts, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1870686
SAN ANTONIO, TX
Position in BBAG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,259,891
+$200,030 QoQ
Shares Held
27,294
+19.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,259,891 | 27,294 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,059,861 | 22,832 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $318,149 | 6,817 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $394,430 | 8,543 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,421,663 | 30,832 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $412,677 | 8,721 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $952,120 | 325,503 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,023,451 | 22,312 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||