5T Wealth, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 2039313
Napa, CA
Position in BBAG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$431,411
+$13,446 QoQ
Shares Held
9,346
+3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $431,411 | 9,346 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $417,965 | 9,004 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $497,595 | 10,662 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $470,610 | 10,193 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $607,038 | 13,165 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||