GWANC
Guardian Wealth Advisors (North Carolina)’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24M | Buy |
509,890
+39,701
| +8% | +$1.87M | 1.69% | 12 |
|
|
2025
Q1 | $22.1M | Buy |
470,189
+21,655
| +5% | +$1.02M | 1.77% | 10 |
|
|
2024
Q4 | $20.7M | Buy |
448,534
+97,542
| +28% | +$4.49M | 1.63% | 13 |
|
|
2024
Q3 | $16.9M | Buy |
350,992
+14,270
| +4% | +$688K | 1.8% | 12 |
|
|
2024
Q2 | $15.6M | Buy |
336,722
+26,643
| +9% | +$1.23M | 1.82% | 12 |
|
|
2024
Q1 | $14.5M | Sell |
310,079
-12,922
| -4% | -$603K | 1.77% | 13 |
|
|
2023
Q4 | $15.2M | Sell |
323,001
-15,485
| -5% | -$729K | 2.31% | 10 |
|
|
2023
Q3 | $15.1M | Buy |
338,486
+322,836
| +2,063% | +$14.4M | 2.57% | 9 |
|
|
2023
Q2 | $729K | Sell |
15,650
-5,848
| -27% | -$272K | 0.12% | 94 |
|
|
2023
Q1 | $1.02M | Sell |
21,498
-1,419
| -6% | -$67.2K | 0.18% | 73 |
|
|
2022
Q4 | $1.06M | Sell |
22,917
-3,913
| -15% | -$180K | 0.2% | 62 |
|
|
2022
Q3 | $1.23M | Buy |
26,830
+3,683
| +16% | +$169K | 0.23% | 51 |
|
|
2022
Q2 | $1.11M | Buy |
+23,147
| New | +$1.11M | 0.2% | 57 |
|