Perigon Wealth Management, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1575239
SAN FRANCISCO, CA
Position in BBAG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$380,741
-$1,740 QoQ
Shares Held
8,286
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 57 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,741 | 8,286 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $382,481 | 8,286 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $385,100 | 8,296 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $425,817 | 9,124 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $449,464 | 9,735 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $300,729 | 6,522 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||