NFA
Northwest Financial Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
41,915
+1,384
| +3% | +$74.2K | 3.13% | 7 |
|
|
2025
Q1 | $2.17M | Buy |
40,531
+10,391
| +34% | +$556K | 1.8% | 12 |
|
|
2024
Q4 | $1.57M | Buy |
30,140
+10,213
| +51% | +$534K | 1.3% | 17 |
|
|
2024
Q3 | $1.09M | Buy |
19,927
+9,496
| +91% | +$519K | 0.87% | 22 |
|
|
2024
Q2 | $545K | Buy |
+10,431
| New | +$545K | 0.55% | 48 |
|