Ruggaard & Associates’s JPMorgan Active Bond ETF JBND Stock Holding History

Ruggaard & Associates’s Portfolio JBND Stock Details JBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4M	Buy	213,405 +4,385	+2%	+$235K	4.1%	8
2026 Q1	$11.2M	Buy	209,020 +2,288	+1%	+$124K	4.45%	6
2025 Q4	$11.2M	Sell	206,732 -23,345	-10%	-$1.27M	4.4%	8
2025 Q3	$12.5M	Buy	230,077 +2,910	+1%	+$156K	4.66%	8
2025 Q2	$12.2M	Buy	227,167 +129	+0.1%	+$6.83K	4.89%	7
2025 Q1	$12.2M	Buy	227,038 +300	+0.1%	+$15.8K	5.32%	8
2024 Q4	$11.8M	Buy	226,738 +2,401	+1%	+$127K	5.2%	9
2024 Q3	$12.3M	Sell	224,337 -3,247	-1%	-$174K	5.34%	8
2024 Q2	$11.9M	Buy	+227,584	New	+$11.8M	5.5%	6

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Ruggaard & Associates's JBND Position: Q2 2026 in Review

Ruggaard & Associates increased its JPMorgan Active Bond ETF (JBND) stake by 2.1% in Q2 2026, buying an estimated $235K and bringing the position to 213,405 shares worth $11.4M. The position accounts for 4.1% of the portfolio, ranked #8.

Ruggaard & Associates first reported a position in JBND in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.5M in Q3 2025. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Ruggaard & Associates held 213,405 shares of JPMorgan Active Bond ETF worth $11.4M as of Q2 2026.
Ruggaard & Associates bought 4,385 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $235K.
JPMorgan Active Bond ETF made up 4.1% of Ruggaard & Associates's portfolio in Q2 2026, its #8 holding.
Ruggaard & Associates first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 9 quarters since.
Ruggaard & Associates's JPMorgan Active Bond ETF position peaked at $12.5M in Q3 2025.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.