BWA
Boulder Wealth Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.01M | Buy |
191,512
+6,809
| +4% | +$320K | 5.24% | 7 |
|
|
2024
Q4 | $8.51M | Sell |
184,703
-1,896
| -1% | -$87.3K | 4.39% | 7 |
|
|
2024
Q3 | $9M | Buy |
186,599
+223
| +0.1% | +$10.8K | 4.89% | 7 |
|
|
2024
Q2 | $8.63M | Buy |
186,376
+357
| +0.2% | +$16.5K | 5.04% | 7 |
|
|
2024
Q1 | $8.68M | Buy |
+186,019
| New | +$8.68M | 5.37% | 7 |
|