LGT Financial Advisors LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1965191
DALLAS, TX
Position in BBAG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$28,342
-$391 QoQ
Shares Held
614
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,342 | 614 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $28,733 | 619 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,488 | 439 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $18,097 | 392 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,673 | 405 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $21,671 | 458 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $24,656 | 543 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $8,897 | 194 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $22,008 | 473 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $63,956 | 1,446 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $111,062 | 2,405 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||