YWS
Yarger Wealth Strategies’s JPMorgan Active Bond ETF JBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Sell |
92,505
-5,850
| -6% | -$314K | 2.59% | 12 |
|
|
2025
Q1 | $5.26M | Sell |
98,355
-5,046
| -5% | -$270K | 3.07% | 10 |
|
|
2024
Q4 | $5.4M | Sell |
103,401
-48,635
| -32% | -$2.54M | 3.12% | 10 |
|
|
2024
Q3 | $8.31M | Buy |
152,036
+23,459
| +18% | +$1.28M | 4.6% | 6 |
|
|
2024
Q2 | $6.72M | Buy |
128,577
+61,030
| +90% | +$3.19M | 4.04% | 7 |
|
|
2024
Q1 | $3.55M | Buy |
67,547
+35,105
| +108% | +$1.84M | 2.42% | 13 |
|
|
2023
Q4 | $1.72M | Buy |
+32,442
| New | +$1.72M | 1.39% | 21 |
|