Claraphi Advisory Network’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Claraphi Advisory Network’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 Q3	–	Sell	-4,770	Closed	-$214K	–	251
2022 Q2	$214K	Buy	4,770 +475	+11%	+$22.3K	0.08%	234
2022 Q1	$210K	Hold	4,295	–	–	0.06%	255
2021 Q4	$217K	Buy	+4,295	New	+$218K	0.08%	266
2021 Q2	–	Sell	-6,383	Closed	-$327K	–	330
2021 Q1	$327K	Sell	6,383 -185	-3%	-$9.53K	0.09%	221
2020 Q4	$341K	Buy	+6,568	New	+$336K	0.09%	192
2020 Q2	–	Sell	-832	Closed	-$39K	–	768
2020 Q1	$39K	Buy	+832	New	+$41.1K	0.02%	518

Other funds holding JPIB

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 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

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Claraphi Advisory Network's JPIB Position: Q3 2022 in Review

Claraphi Advisory Network sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2022, closing a stake of 4,770 shares — an estimated $214K sold.

Claraphi Advisory Network first reported a position in JPIB in Q1 2020 and held it in 6 quarters. The position peaked at $341K in Q4 2020. 70 funds tracked by Wall St. Rank hold JPIB as of Q3 2022.

Claraphi Advisory Network reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 4,770 JPMorgan International Bond Opportunities ETF shares in Q3 2022, an estimated $214K.
Claraphi Advisory Network first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2020 and held it in 6 quarters.
Claraphi Advisory Network's JPMorgan International Bond Opportunities ETF position peaked at $341K in Q4 2020.
70 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.