Fonville Wealth Management LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 2008703
RICHMOND, VA
Position in BBAG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$214,782
-$6,919 QoQ
Shares Held
4,653
-2.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
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 | $214,782 | 4,653 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $221,701 | 4,776 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $251,037 | 5,379 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $268,570 | 5,817 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $269,559 | 5,846 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $285,150 | 6,026 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $274,594 | 6,047 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $281,595 | 6,139 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||