Envestnet Portfolio Solutions, Inc.
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1998033
BERWYN, PA
Position in BBAG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$484,495
-$5,328 QoQ
Shares Held
10,496
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $484,495 | 10,496 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $489,823 | 10,552 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $682,875 | 14,632 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $511,655 | 11,082 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $385,848 | 8,368 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $897,281 | 18,962 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $825,372 | 18,176 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $629,749 | 13,729 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $649,884 | 13,967 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $335,528 | 7,586 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||