Capital Advisors Wealth Management, LLC disclosed purchasing 169,022 shares of JBND, valued at $9.17 million. The quarter-end position increased by $9.14 million. Post-trade holdings now stand at 178,190 shares worth $9.63 million. JBND comprises 1.31% of fund AUM, falling outside the top five holdings. Shares are priced at $53.87, up 7.4% in the past year and offer a 4.5% dividend yield. The fund’s AUM is $5.9 billion.

The JBND buy by Capital Advisors increased the fund’s position to 1.31% of AUM. Top holdings post-filing include FNDF at $48.51 million, VIG at $45.40 million, IVV at $42.48 million, IWF at $39.67 million, and VCIT at $32.61 million.

JBND is actively managed, aiming to outperform the Bloomberg U.S. Aggregate Bond Index through diversified bond investments. With a dividend yield of 4.5%, JBND targets income-oriented investors seeking fixed income diversification. The fund’s CAGR over two years is 6.0% with a 0.25% expense ratio.

JBND is an active bond ETF managed by Capital Advisors, offering a 4.5% dividend yield and a 12.4% two-year total return. With a 0.25% expense ratio, the fund is suitable for income-oriented investors seeking diversification in their fixed-income portfolios. Consider JBND for a solid yield, performance, and low fees.

Read more at Yahoo Finance: Wealth Manager Turns to JBND, According to Recent SEC Filing