Gladstone Institutional Advisory’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$319K Sell
2025
Q2
$337K Sell
2025
Q1
$336K Sell
2024
Q4
$355K Sell
2024
Q3
$377K Buy
2024
Q2
$360K Sell
2024
Q1
$398K Buy
2023
Q4
$282K Buy