Triad Wealth Partners, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 2012717
LAWRENCE, KS
Position in BBAG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,275,949
-$380,743 QoQ
Shares Held
49,531
-13.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#15
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 | $2,275,949 | 49,531 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,656,692 | 57,554 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,701,876 | 58,205 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,111,817 | 45,250 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,210,157 | 47,870 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,535,773 | 54,994 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||