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 $93.1B AUM 61.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

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