Mount Yale Investment Advisors’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$57.5K	Buy	+1,221	New	+$57.5K	﹤0.01%	780
2022 Q4	–	Sell	-4,390	Closed	-$201K	–	474
2022 Q3	$201K	Buy	+4,390	New	+$201K	0.03%	421