Baldwin Wealth Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72M Sell
1,343,741
-8,396
-0.6% -$450K 4.89% 4
2025
Q1
$72.4M Buy
1,352,137
+596,750
+79% +$31.9M 5.08% 3
2024
Q4
$39.5M Buy
+755,387
New +$39.5M 2.73% 9