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 ...

Quick Read JBND has attracted $5.4B since its October 2023 launch but faces tightening corporate bond spreads at two-decade lows. The fund’s 89% portfolio turnover reflects aggressive repositioning as managers navigate compressed spreads and potential rate moves to 4.35%. JBND generates its 4.4% yield from bond coupons without options strategies. It allocates 30% to securitized products for income pickup. Investors rethink ‘hands off’ investing and decide to start making real money The JPMorgan ...

Core Viewpoint - Larson Financial Group has increased its position in the JPMorgan Active Bond ETF (JBND) by purchasing 167,756 shares, reflecting a strategic shift towards income generation and active bond selection in a volatile market environment [2][3][11]. Fund Purchase Details - Larson Financial Group disclosed the purchase of 167,756 shares of JBND in its quarterly report, raising its total holdings to 547,165 shares valued at $29.63 million as of September 30 [3][7]. - The purchase resulted in an estimated position increase of $9.30 million [2][7]. Fund Performance Metrics - As of the latest report, JBND represents 1.0% of the fund's assets under management (AUM), which totals $4.26 billion [4][5]. - The current price of JBND shares is $54.00, reflecting a 3% increase over the past year, while the S&P 500 has gained 17% in the same period [4]. Investment Strategy - JBND aims to outperform the Bloomberg U.S. Aggregate Bond Index over a 3–5 year market cycle through active bond selection and portfolio management, with a policy to invest at least 80% of its assets in bonds [9][10]. - The fund is characterized as an actively managed ETF with an annualized dividend yield of approximately 4% [10][12]. Portfolio Composition - The fund's portfolio includes over 1,300 investment-grade holdings with an average duration of just over six years, focusing on Treasuries and agency mortgage-backed securities for stability while incorporating corporate exposure for additional income [12][13]. - JBND is positioned to serve institutional and income-oriented investors, emphasizing broad diversification and active risk management [10][12].

Core Insights - The U.S. bond market has shown resilience and record-breaking activity in 2025, with the Bloomberg US Aggregate Bond Index returning approximately 7.1% year to date, highlighting the importance of fixed income in investment portfolios [1][10] Bond ETF Market Performance - Bond ETFs captured about one-third of the nearly $1 trillion that flowed into all ETFs in 2025, indicating a significant increase in investor interest, particularly in passively managed ETFs [2][10] - The performance of bond ETFs was influenced by attractive starting yields due to the Federal Reserve's rate cuts totaling 175 basis points since September 2024, which left yields relatively high [6][10] - Market volatility and demand for liquidity during uncertain periods, such as tariff-driven uncertainty, enhanced the appeal of bond ETFs as they provided intraday pricing and liquidity [7] - Actively managed bond ETFs experienced explosive growth, capturing over $100 billion in flows, which accounted for 40% of all fixed income ETF flows as of September 2025 [8] - The normalization of the yield curve attracted significant capital into intermediate and long-term bond ETFs, as investors sought to lock in higher yields [9] 2026 Outlook for Bond ETFs - The outlook for bond ETFs in 2026 is cautiously optimistic, driven by expected interest rate cuts that typically boost bond prices, creating opportunities for income and diversification [11] - Persistent volatility due to inflation and uneven growth suggests that flexible, active management strategies will be favored to navigate credit risk and shifting rates [11] - A well-constructed actively managed portfolio of intermediate maturity bonds may offer capital appreciation and inflation-beating returns in 2026 [12] Recommended Bond ETFs for 2026 - Schwab Core Bond ETF (SCCR) has assets of $1.07 billion, gained 6.2% year to date, and charges 16 basis points in fees [14] - Vanguard Core Bond ETF (VCRB) has assets of $4.8 billion, gained 7.4% year to date, and charges 10 basis points in fees [15] - JPMorgan Active Bond ETF (JBND) has assets of $4.7 billion, surged 8% year to date, and charges 25 basis points in fees [16]

On Friday, Colorado-based Tandem Financial disclosed a new position in JBND, acquiring 104,880 shares in the third quarter for an estimated $5.7 million.What HappenedAccording to a filing with the Securities and Exchange Commission released Friday, Tandem Financial initiated a new stake in the JPMorgan Active Bond ETF (JBND +0.11%) by acquiring 104,880 shares in the third quarter. The estimated transaction value was $5.7 million, marking the firm’s first reported holding in the ETF.What Else to KnowThe new ...