TFO
Tarbox Family Office’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Buy |
547,919
+138,617
| +34% | +$6.52M | 3.88% | 5 |
|
|
2025
Q1 | $19.3M | Buy |
409,302
+199,731
| +95% | +$9.4M | 3.2% | 7 |
|
|
2024
Q4 | $9.65M | Buy |
209,571
+125,039
| +148% | +$5.76M | 1.59% | 13 |
|
|
2024
Q3 | $4.08M | Buy |
84,532
+78,143
| +1,223% | +$3.77M | 0.67% | 19 |
|
|
2024
Q2 | $296K | Buy |
+6,389
| New | +$296K | 0.05% | 86 |
|