Plan Group Financial, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1940033
OKLAHOMA CITY, OK
Position in BBAG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$347,749
+$9,535 QoQ
Shares Held
7,568
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#30
of 57 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,749 | 7,568 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $338,214 | 7,327 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $335,941 | 7,237 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $223,362 | 4,786 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||