Avantax Planning Partners’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.3M | Buy |
1,302,392
+555,190
| +74% | +$27M | 2.01% | 10 |
|
|
2025
Q1 | $35.8M | Buy |
747,202
+142,290
| +24% | +$6.81M | 1.27% | 10 |
|
|
2024
Q4 | $28.6M | Buy |
604,912
+122,239
| +25% | +$5.78M | 1.03% | 15 |
|
|
2024
Q3 | $23.5M | Buy |
482,673
+180,433
| +60% | +$8.78M | 0.84% | 22 |
|
|
2024
Q2 | $14.2M | Buy |
302,240
+67,196
| +29% | +$3.17M | 0.46% | 34 |
|
|
2024
Q1 | $11.2M | Sell |
235,044
-15,105
| -6% | -$719K | 0.36% | 45 |
|
|
2023
Q4 | $12M | Sell |
250,149
-14,454
| -5% | -$691K | 0.46% | 33 |
|
|
2023
Q3 | $12M | Sell |
264,603
-8,293
| -3% | -$377K | 0.5% | 31 |
|
|
2023
Q2 | $12.7M | Sell |
272,896
-10,292
| -4% | -$480K | 0.51% | 31 |
|
|
2023
Q1 | $13.4M | Sell |
283,188
-5,227
| -2% | -$248K | 0.54% | 30 |
|
|
2022
Q4 | $13.3M | Buy |
288,415
+162,109
| +128% | +$7.45M | 0.53% | 29 |
|
|
2022
Q3 | $5.62M | Buy |
126,306
+21,197
| +20% | +$942K | 0.25% | 48 |
|
|
2022
Q2 | $4.72M | Buy |
105,109
+64,117
| +156% | +$2.88M | 0.2% | 61 |
|
|
2022
Q1 | $2.01M | Buy |
40,992
+28,607
| +231% | +$1.4M | 0.08% | 104 |
|
|
2021
Q4 | $627K | Sell |
12,385
-21
| -0.2% | -$1.06K | 0.03% | 196 |
|
|
2021
Q3 | $637K | Buy |
12,406
+1,015
| +9% | +$52.1K | 0.03% | 180 |
|
|
2021
Q2 | $587K | Buy |
11,391
+1,418
| +14% | +$73.1K | 0.03% | 181 |
|
|
2021
Q1 | $512K | Buy |
9,973
+121
| +1% | +$6.21K | 0.03% | 184 |
|
|
2020
Q4 | $511K | Buy |
9,852
+813
| +9% | +$42.2K | 0.03% | 177 |
|
|
2020
Q3 | $455K | Buy |
9,039
+879
| +11% | +$44.2K | 0.02% | 189 |
|
|
2020
Q2 | $405K | Buy |
8,160
+417
| +5% | +$20.7K | 0.02% | 194 |
|
|
2020
Q1 | $365K | Buy |
7,743
+8
| +0.1% | +$377 | 0.03% | 186 |
|
|
2019
Q4 | $387K | Buy |
7,735
+347
| +5% | +$17.4K | 0.02% | 202 |
|
|
2019
Q3 | $378K | Sell |
7,388
-75
| -1% | -$3.84K | 0.02% | 207 |
|
|
2019
Q2 | $379K | Buy |
7,463
+1,000
| +15% | +$50.8K | 0.02% | 204 |
|
|
2019
Q1 | $317K | Sell |
6,463
-222
| -3% | -$10.9K | 0.02% | 220 |
|
|
2018
Q4 | $316K | Buy |
6,685
+6,291
| +1,597% | +$297K | 0.02% | 193 |
|
|
2018
Q3 | $20K | Buy |
+394
| New | +$20K | ﹤0.01% | 702 |
|
|
2018
Q2 | – | Sell |
-344
| Closed | -$17K | – | 865 |
|
|
2018
Q1 | $17K | Buy |
+344
| New | +$17K | ﹤0.01% | 839 |
|