SIAP
Sterling Investment Advisors (Pennsylvania)’s JPMorgan Active Bond ETF JBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
21,810
+1,850
| +9% | +$99.1K | 0.26% | 89 |
|
|
2025
Q1 | $1.07M | Buy |
19,960
+5,050
| +34% | +$270K | 0.26% | 88 |
|
|
2024
Q4 | $779K | Buy |
14,910
+4,570
| +44% | +$239K | 0.19% | 88 |
|
|
2024
Q3 | $565K | Buy |
10,340
+500
| +5% | +$27.3K | 0.14% | 98 |
|
|
2024
Q2 | $514K | Buy |
9,840
+300
| +3% | +$15.7K | 0.14% | 100 |
|
|
2024
Q1 | $501K | Buy |
+9,540
| New | +$501K | 0.14% | 101 |
|