BFG
Berger Financial Group’s JPMorgan Active Bond ETF JBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.9M | Buy |
1,266,953
+16,023
| +1% | +$859K | 4.39% | 3 |
|
|
2025
Q1 | $66.9M | Buy |
1,250,930
+112,946
| +10% | +$6.04M | 4.65% | 2 |
|
|
2024
Q4 | $59.5M | Buy |
1,137,984
+17,617
| +2% | +$920K | 4.1% | 5 |
|
|
2024
Q3 | $61.2M | Buy |
1,120,367
+10
| +0% | +$546 | 4.42% | 2 |
|
|
2024
Q2 | $58.5M | Buy |
1,120,357
+14,017
| +1% | +$732K | 4.66% | 2 |
|
|
2024
Q1 | $58.1M | Buy |
+1,106,340
| New | +$58.1M | 4.79% | 2 |
|