USAdvisors Wealth Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$893K	Buy	19,043 +64	+0.3%	+$3.04K	0.3%	65
2025 Q4	$898K	Buy	18,979 +642	+4%	+$30.5K	0.3%	67
2025 Q3	$871K	Buy	18,337 +2,729	+17%	+$128K	0.3%	67
2025 Q2	$734K	Buy	15,608 +3,229	+26%	+$150K	0.27%	68
2025 Q1	$631K	Buy	12,379 +1,675	+16%	+$77.9K	0.22%	74
2024 Q4	$493K	Sell	10,704 -271	-2%	-$12.7K	0.16%	85
2024 Q3	$530K	Buy	10,975 +4,077	+59%	+$194K	0.19%	80
2024 Q2	$319K	Sell	6,898 -1,675	-20%	-$77K	0.11%	97
2024 Q1	$400K	Buy	8,573 +1,287	+18%	+$59.9K	0.15%	92
2023 Q4	$343K	Sell	7,286 -30	-0.4%	-$1.35K	0.14%	94
2023 Q3	$326K	Buy	7,316 +565	+8%	+$25.9K	0.15%	86
2023 Q2	$314K	Buy	+6,751	New	+$317K	0.15%	87