IWP
Insight Wealth Partners’s JPMorgan Active Bond ETF JBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Buy |
94,436
+6,500
| +7% | +$348K | 1.96% | 7 |
|
|
2025
Q1 | $4.71M | Sell |
87,936
-632
| -0.7% | -$33.8K | 0.78% | 8 |
|
|
2024
Q4 | $4.63M | Sell |
88,568
-24,380
| -22% | -$1.27M | 0.63% | 7 |
|
|
2024
Q3 | $6.17M | Buy |
+112,948
| New | +$6.17M | 1.22% | 6 |
|