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Galvin Gaustad & Stein’s JPMorgan Active Bond ETF JBND Stock Holding History

Galvin Gaustad & Stein’s Portfolio JBND Stock Details JBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$806K Buy
15,775
+650
+4% +$34.1K 0.06% 144
2026
Q2 		$809K Buy
15,125
+5,990
+66% +$320K 0.06% 151
2026
Q1 		$491K Buy
+9,135
New +$495K 0.04% 172

Other funds holding JBND

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Galvin Gaustad & Stein's JBND Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its JPMorgan Active Bond ETF (JBND) stake by 4.3% in Q3 2026, buying an estimated $34.1K and bringing the position to 15,775 shares worth $806K. The position accounts for 0.06% of the portfolio, ranked #144.

Galvin Gaustad & Stein first reported a position in JBND in Q1 2026 and has held it in 3 quarters since. The position peaked at $809K in Q2 2026. 15 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Galvin Gaustad & Stein held 15,775 shares of JPMorgan Active Bond ETF worth $806K as of Q3 2026.
  • Galvin Gaustad & Stein bought 650 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $34.1K.
  • JPMorgan Active Bond ETF made up 0.06% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #144 holding.
  • Galvin Gaustad & Stein first reported a position in JPMorgan Active Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Galvin Gaustad & Stein's JPMorgan Active Bond ETF position peaked at $809K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.