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Avantax Planning Partners’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Avantax Planning Partners’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
2026
Q1 		$116M Buy
2,433,536
+103,811
+4% +$5.06M 3.19% 7
2025
Q4 		$113M Buy
2,329,725
+78,619
+3% +$3.85M 3.17% 6
2025
Q3 		$110M Buy
2,251,106
+948,714
+73% +$46.2M 3.16% 6
2025
Q2 		$63.3M Buy
1,302,392
+555,190
+74% +$26.6M 2.01% 10
2025
Q1 		$35.8M Buy
747,202
+142,290
+24% +$6.79M 1.27% 10
2024
Q4 		$28.6M Buy
604,912
+122,239
+25% +$5.85M 1.03% 15
2024
Q3 		$23.5M Buy
482,673
+180,433
+60% +$8.66M 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% -$718K 0.36% 45
2023
Q4 		$12M Sell
250,149
-14,454
-5% -$666K 0.46% 33
2023
Q3 		$12M Sell
264,603
-8,293
-3% -$383K 0.5% 31
2023
Q2 		$12.7M Sell
272,896
-10,292
-4% -$484K 0.51% 31
2023
Q1 		$13.4M Sell
283,188
-5,227
-2% -$246K 0.54% 30
2022
Q4 		$13.3M Buy
288,415
+162,109
+128% +$7.35M 0.53% 29
2022
Q3 		$5.62M Buy
126,306
+21,197
+20% +$968K 0.25% 48
2022
Q2 		$4.72M Buy
105,109
+64,117
+156% +$3.01M 0.2% 61
2022
Q1 		$2.01M Buy
40,992
+28,607
+231% +$1.41M 0.08% 104
2021
Q4 		$627K Sell
12,385
-21
-0.2% -$1.07K 0.03% 196
2021
Q3 		$637K Buy
12,406
+1,015
+9% +$52.3K 0.03% 180
2021
Q2 		$587K Buy
11,391
+1,418
+14% +$72.9K 0.03% 181
2021
Q1 		$512K Buy
9,973
+121
+1% +$6.24K 0.03% 184
2020
Q4 		$511K Buy
9,852
+813
+9% +$41.6K 0.03% 177
2020
Q3 		$455K Buy
9,039
+879
+11% +$44.5K 0.02% 189
2020
Q2 		$405K Buy
8,160
+417
+5% +$20.1K 0.02% 194
2020
Q1 		$365K Buy
7,743
+8
+0.1% +$395 0.03% 186
2019
Q4 		$387K Buy
7,735
+347
+5% +$17.7K 0.02% 202
2019
Q3 		$378K Sell
7,388
-75
-1% -$3.83K 0.02% 207
2019
Q2 		$379K Buy
7,463
+1,000
+15% +$49.7K 0.02% 204
2019
Q1 		$317K Sell
6,463
-222
-3% -$10.8K 0.02% 220
2018
Q4 		$316K Buy
6,685
+6,291
+1,597% +$311K 0.02% 193
2018
Q3 		$20K Buy
+394
New +$19.7K ﹤0.01% 702
2018
Q2 		– Sell
-344
Closed -$17K – 870
2018
Q1 		$17K Buy
+344
New +$17.5K ﹤0.01% 840

Other funds holding JPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Planning Partners's JPIB Position: Q1 2026 in Review

Avantax Planning Partners increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 4.5% in Q1 2026, buying an estimated $5.06M and bringing the position to 2,433,536 shares worth $116M. The position accounts for 3.19% of the portfolio, ranked #7.

Avantax Planning Partners first reported a position in JPIB in Q1 2018 and has held it in 32 quarters since. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • Avantax Planning Partners held 2,433,536 shares of JPMorgan International Bond Opportunities ETF worth $116M as of Q1 2026.
  • Avantax Planning Partners bought 103,811 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $5.06M.
  • JPMorgan International Bond Opportunities ETF made up 3.19% of Avantax Planning Partners's portfolio in Q1 2026, its #7 holding.
  • Avantax Planning Partners first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2018 and has held it in 32 quarters since.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.