WBH ADVISORY INC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1259671
BALTIMORE, MD
Position in BBAG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$294,080
-$278,396 QoQ
Shares Held
6,400
-48.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#33
of 57 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in BBAG Over Time
Shares Held
Position Value (USD)
All Filings in BBAG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,080 | 6,400 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $572,476 | 12,402 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||