LOCKERMAN FINANCIAL GROUP, INC.
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1906539
NEWPORT BEACH, CA
Position in BBAG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$1,062,741
-$15,966 QoQ
Shares Held
23,023
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,062,741 | 23,023 | Shares | Defined | 2026-04-14 | |
| 2025-12-31 | $1,078,707 | 23,238 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $1,983,428 | 42,499 | Shares | Defined | 2025-10-16 | |
| 2025-06-30 | $1,952,806 | 42,296 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $1,250,503 | 27,120 | Shares | Defined | 2025-04-17 | |
| 2024-09-30 | $1,062,996 | 22,464 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $937,534 | 20,646 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $1,041,340 | 22,702 | Shares | Defined | 2024-04-16 | |
| 2023-12-31 | $1,306,655 | 28,082 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $1,658,138 | 37,489 | Shares | Defined | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||