RA
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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return