MIA
Milestone Investment Advisors’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 | $10.6M | Sell |
224,499
-5,865
| -3% | -$276K | 2.76% | 8 |
|
|
2025
Q1 | $10.8M | Buy |
230,364
+2,587
| +1% | +$122K | 3.01% | 9 |
|
|
2024
Q4 | $10.5M | Sell |
227,777
-164,542
| -42% | -$7.58M | 2.85% | 10 |
|
|
2024
Q3 | $18.9M | Buy |
392,319
+87,175
| +29% | +$4.21M | 5.3% | 4 |
|
|
2024
Q2 | $14.1M | Buy |
305,144
+58,772
| +24% | +$2.72M | 3.76% | 7 |
|
|
2024
Q1 | $11.5M | Buy |
246,372
+25,810
| +12% | +$1.2M | 3.1% | 11 |
|
|
2023
Q4 | $10.4M | Buy |
220,562
+166,015
| +304% | +$7.82M | 3.02% | 12 |
|
|
2023
Q3 | $2.44M | Buy |
54,547
+27,220
| +100% | +$1.22M | 0.69% | 32 |
|
|
2023
Q2 | $1.27M | Buy |
+27,327
| New | +$1.27M | 0.39% | 39 |
|