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| 1 Year | 5 Year | 5 Year Annualized | Since IPO | |
|---|---|---|---|---|
| JBND | +9.17% | N/A | N/A | +20% |
| S&P | +19.74% | +83.14% | +12.86% | +60% |
Peterson Wealth added roughly $32 million to its JBND position, bringing the stake to nearly $47 million, underscoring the active use of bond ETFs to anchor income in volatile market conditions.
With equities crowding the same trades, one advisor quietly leaned harder into income and flexibility, and the numbers explain why.
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