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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-23,845	Closed	-$1.23M	–	1462
2024 Q4	$1.23M	Hold	23,845	–	–	0.01%	564
2024 Q3	$1.24M	Buy	+23,845	New	+$1.24M	0.01%	582