Lodestone Wealth Management LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1950158
SPOKANE, WA
Position in BBAG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$6,277
+$11 QoQ
Shares Held
136
+0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BBAG Over Time
Shares Held
Position Value (USD)
All Filings in BBAG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,277 | 136 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,266 | 135 | Shares | Sole | 2026-01-15 | |
| 2023-09-30 | $214,515 | 4,850 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $229,145 | 4,962 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $233,811 | 4,980 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,819,793 | 61,581 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||