Bond & Devick Financial Network’s Eaton ETN Stock Holding History

Bond & Devick Financial Network’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$509K	Buy	1,422 +10	+0.7%	+$3.56K	0.14%	96
2025 Q4	$450K	Sell	1,412 -2	-0.1%	-$709	0.13%	103
2025 Q3	$529K	Buy	1,414 +2	+0.1%	+$727	0.16%	91
2025 Q2	$504K	Sell	1,412 -30	-2%	-$9.24K	0.17%	88
2025 Q1	$392K	Buy	1,442 +75	+5%	+$23.4K	0.14%	96
2024 Q4	$453K	Hold	1,367	–	–	0.19%	93
2024 Q3	$453K	Hold	1,367	–	–	0.19%	93
2024 Q2	$429K	Sell	1,367 -405	-23%	-$131K	0.23%	86
2024 Q1	$554K	Sell	1,772 -700	-28%	-$191K	0.3%	67
2023 Q4	$595K	Buy	2,472 +3	+0.1%	+$662	0.34%	56
2023 Q3	$527K	Hold	2,469	–	–	0.34%	61
2023 Q2	$497K	Sell	2,469 -575	-19%	-$101K	0.31%	66
2023 Q1	$522K	Hold	3,044	–	–	0.33%	66
2022 Q4	$478K	Hold	3,044	–	–	0.34%	62
2022 Q3	$406K	Hold	3,044	–	–	0.34%	60
2022 Q2	$384K	Hold	3,044	–	–	0.34%	70
2022 Q1	$462K	Hold	3,044	–	–	0.37%	62
2021 Q4	$526K	Hold	3,044	–	–	0.39%	58
2021 Q3	$454K	Buy	3,044 +1,510	+98%	+$241K	0.38%	60
2021 Q2	$227K	Hold	1,534	–	–	0.19%	96
2021 Q1	$212K	Buy	+1,534	New	+$198K	0.2%	97

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return