Yarger Wealth Strategies’s JPMorgan Active Bond ETF JBND Stock Holding History

Yarger Wealth Strategies’s Portfolio JBND Stock Details JBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.7M	Sell	107,548 -15,919	-13%	-$852K	2.07%	15
2026 Q1	$6.64M	Sell	123,467 -97,111	-44%	-$5.26M	2.69%	9
2025 Q4	$11.9M	Buy	220,578 +126,795	+135%	+$6.88M	5.13%	3
2025 Q3	$5.08M	Buy	93,783 +1,278	+1%	+$68.5K	2.33%	14
2025 Q2	$4.96M	Sell	92,505 -5,850	-6%	-$310K	2.59%	12
2025 Q1	$5.26M	Sell	98,355 -5,046	-5%	-$266K	3.07%	10
2024 Q4	$5.4M	Sell	103,401 -48,635	-32%	-$2.58M	3.12%	10
2024 Q3	$8.31M	Buy	152,036 +23,459	+18%	+$1.26M	4.6%	6
2024 Q2	$6.72M	Buy	128,577 +61,030	+90%	+$3.16M	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	+$1.65M	1.39%	21

Other funds holding JBND

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return