Beacon Financial Advisory’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Beacon Financial Advisory’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
2022 Q4	–	Sell	-5,743	Closed	-$255K	–	201
2022 Q3	$255K	Sell	5,743 -314	-5%	-$14.3K	0.18%	156
2022 Q2	$272K	Sell	6,057 -832	-12%	-$39K	0.15%	172
2022 Q1	$337K	Buy	6,889 +367	+6%	+$18.1K	0.16%	158
2021 Q4	$330K	Sell	6,522 -513	-7%	-$26.1K	0.15%	166
2021 Q3	$361K	Sell	7,035 -315	-4%	-$16.2K	0.19%	151
2021 Q2	$379K	Buy	7,350 +127	+2%	+$6.53K	0.2%	145
2021 Q1	$371K	Buy	+7,223	New	+$372K	0.21%	138

Other funds holding JPIB

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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

Beacon Financial Advisory's JPIB Position: Q4 2022 in Review

Beacon Financial Advisory sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2022, closing a stake of 5,743 shares — an estimated $255K sold.

Beacon Financial Advisory first reported a position in JPIB in Q1 2021 and held it in 7 quarters. The position peaked at $379K in Q2 2021. 86 funds tracked by Wall St. Rank hold JPIB as of Q4 2022.

Beacon Financial Advisory reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2022 after selling out during the quarter.
Beacon Financial Advisory sold 5,743 JPMorgan International Bond Opportunities ETF shares in Q4 2022, an estimated $255K.
Beacon Financial Advisory first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2021 and held it in 7 quarters.
Beacon Financial Advisory's JPMorgan International Bond Opportunities ETF position peaked at $379K in Q2 2021.
86 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2022.

Based on Beacon Financial Advisory's 13F filing for Q4 2022, filed 20 Jan 2023.