Northwest Financial Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$2.3M Buy
2025
Q2
$2.25M Buy
2025
Q1
$2.17M Buy
2024
Q4
$1.57M Buy
2024
Q3
$1.09M Buy
2024
Q2
$545K Buy