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Sonoma Allocations’s JPMorgan Active Bond ETF JBND Stock Holding History

Sonoma Allocations’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 		$5.77M Sell
108,311
-38,830
-26% -$2.08M 1.79% 11
2026
Q1 		$7.9M Sell
147,141
-22,621
-13% -$1.22M 2.73% 9
2025
Q4 		$9.16M Sell
169,762
-97,270
-36% -$5.28M 3.04% 11
2025
Q3 		$14.6M Buy
+267,032
New +$14.3M 5.3% 4

Other funds holding JBND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Sonoma Allocations's JBND Position: Q2 2026 in Review

Sonoma Allocations reduced its JPMorgan Active Bond ETF (JBND) stake by 26% in Q2 2026, selling an estimated $2.08M and leaving 108,311 shares worth $5.77M. The position accounts for 1.79% of the portfolio, ranked #11.

Sonoma Allocations first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.6M in Q3 2025. 183 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Sonoma Allocations held 108,311 shares of JPMorgan Active Bond ETF worth $5.77M as of Q2 2026.
  • Sonoma Allocations sold 38,830 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $2.08M.
  • JPMorgan Active Bond ETF made up 1.79% of Sonoma Allocations's portfolio in Q2 2026, its #11 holding.
  • Sonoma Allocations first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Sonoma Allocations's JPMorgan Active Bond ETF position peaked at $14.6M in Q3 2025.
  • 183 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.