20/20 Capital Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

20/20 Capital Management’s Portfolio JPIB Stock Details JPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$9.22M	Buy	178,920 +4,943	+3%	+$254K	2.39%	13
2021 Q1	$8.93M	Buy	173,977 +6,324	+4%	+$326K	2.59%	10
2020 Q4	$8.69M	Buy	167,653 +31,605	+23%	+$1.62M	2.54%	11
2020 Q3	$6.85M	Buy	136,048 +3,396	+3%	+$172K	2.58%	9
2020 Q2	$6.75M	Buy	132,652 +63,575	+92%	+$3.07M	2.61%	9
2020 Q1	$3.31M	Sell	69,077 -78	-0.1%	-$3.85K	1.48%	16
2019 Q4	$3.49M	Buy	+69,155	New	+$3.52M	1.41%	17

Other funds holding JPIB

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

20/20 Capital Management's JPIB Position: Q2 2021 in Review

20/20 Capital Management increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 2.8% in Q2 2021, buying an estimated $254K and bringing the position to 178,920 shares worth $9.22M. The position accounts for 2.39% of the portfolio, ranked #13.

20/20 Capital Management first reported a position in JPIB in Q4 2019 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold JPIB as of Q2 2021.

20/20 Capital Management held 178,920 shares of JPMorgan International Bond Opportunities ETF worth $9.22M as of Q2 2021.
20/20 Capital Management bought 4,943 JPMorgan International Bond Opportunities ETF shares in Q2 2021, an estimated $254K.
JPMorgan International Bond Opportunities ETF made up 2.39% of 20/20 Capital Management's portfolio in Q2 2021, its #13 holding.
20/20 Capital Management first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2019 and has held it in 7 quarters since.
61 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.