Cary Street Partners Investment Advisory’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	$188K	Sell	3,506 -1,153	-25%	-$61.8K	0.09%	258
2025 Q1	$249K	Sell	4,659 -273	-6%	-$14.6K	0.14%	176
2024 Q4	$258K	Buy	+4,932	New	+$258K	0.17%	137