Fallen angel investment
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This Fund Bet $15 Million on Active Bonds While Making a Full Fallen Angel Exit
Yahoo Finance· 2026-01-15 23:55
Key Points Peak Financial Advisors initiated a 278,276-share position in JBND during the fourth quarter. The shares were worth about $15.05 million at quarter-end. The position represents 6.6% of 13F reportable assets under management as of December 31. These 10 stocks could mint the next wave of millionaires › On January 12, Peak Financial Advisors disclosed a new position in the JPMorgan Active Bond ETF (NYSE:JBND), acquiring 278,276 shares in an estimated $15.05 million trade based on quarterl ...