Twin Peaks Wealth Advisors’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
$526K Buy
9,836
+946
+11% +$50.6K 0.17% 88
2025
Q1
$470K Buy
8,890
+1,675
+23% +$88.5K 0.21% 84
2024
Q4
$377K Buy
+7,215
New +$377K 0.16% 93