MONECO Advisors’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.62M	Buy	107,589 +14,997	+16%	+$786K	0.44%	48
2025 Q4	$4.85M	Buy	92,592 +19,118	+26%	+$1M	0.38%	52
2025 Q3	$3.86M	Buy	73,474 +3,746	+5%	+$196K	0.32%	64
2025 Q2	$3.64M	Buy	69,728 +1,858	+3%	+$96.3K	0.34%	57
2025 Q1	$3.53M	Sell	67,870 -10,000	-13%	-$517K	0.37%	59
2024 Q4	$4.01M	Sell	77,870 -12,585	-14%	-$650K	0.42%	54
2024 Q3	$4.72M	Sell	90,455 -5,312	-6%	-$275K	0.59%	37
2024 Q2	$4.9M	Sell	95,767 -4,598	-5%	-$234K	0.72%	27
2024 Q1	$5.11M	Sell	100,365 -5,881	-6%	-$298K	0.81%	23
2023 Q4	$5.38M	Sell	106,246 -5,294	-5%	-$265K	1.02%	19
2023 Q3	$5.57M	Buy	+111,540	New	+$5.57M	1.51%	10