Triad Wealth Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
9,171
+2,963
+48% +$159K 0.1% 154
2025
Q1
$332K Sell
6,208
-672
-10% -$36K 0.1% 146
2024
Q4
$359K Buy
+6,880
New +$359K 0.13% 117