Brady Martz Wealth Solutions’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Brady Martz Wealth Solutions’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 Q3	$286K	Sell	6,130 -218	-3%	-$10.4K	0.04%	205
2026 Q2	$307K	Sell	6,348 -95	-1%	-$4.57K	0.05%	168
2026 Q1	$308K	Buy	6,443 +175	+3%	+$8.53K	0.05%	156
2025 Q4	$305K	Sell	6,268 -311	-5%	-$15.2K	0.05%	156
2025 Q3	$323K	Sell	6,579 -11	-0.2%	-$536	0.06%	134
2025 Q2	$320K	Sell	6,590 -3,733	-36%	-$179K	0.06%	133
2025 Q1	$494K	Sell	10,323 -647	-6%	-$30.9K	0.11%	110
2024 Q4	$516K	Buy	+10,970	New	+$525K	0.12%	110

Other funds holding JPIB

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $864M AUM 33.29% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

Brady Martz Wealth Solutions's JPIB Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 3.4% in Q3 2026, selling an estimated $10.4K and leaving 6,130 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #205.

Brady Martz Wealth Solutions first reported a position in JPIB in Q4 2024 and has held it in 8 quarters since. The position peaked at $516K in Q4 2024. 179 funds tracked by Wall St. Rank hold JPIB as of Q3 2026.

Brady Martz Wealth Solutions held 6,130 shares of JPMorgan International Bond Opportunities ETF worth $286K as of Q3 2026.
Brady Martz Wealth Solutions sold 218 JPMorgan International Bond Opportunities ETF shares in Q3 2026, an estimated $10.4K.
JPMorgan International Bond Opportunities ETF made up 0.04% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #205 holding.
Brady Martz Wealth Solutions first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's JPMorgan International Bond Opportunities ETF position peaked at $516K in Q4 2024.
179 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.