Clear Creek Financial Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Clear Creek Financial Management’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	$683K	Sell	14,293 -3,512	-20%	-$171K	0.05%	322
2025 Q4	$867K	Buy	17,805 +4,606	+35%	+$225K	0.07%	268
2025 Q3	$647K	Buy	+13,199	New	+$643K	0.06%	316
2020 Q2	–	Sell	-184,445	Closed	-$8.85M	–	264
2020 Q1	$8.85M	Buy	184,445 +39,982	+28%	+$1.98M	3.36%	6
2019 Q4	$7.26M	Sell	144,463 -31,253	-18%	-$1.59M	2.85%	12
2019 Q3	$8.92M	Buy	175,716 +40,655	+30%	+$2.08M	4.32%	5
2019 Q2	$6.84M	Buy	+135,061	New	+$6.71M	2.93%	7

Other funds holding JPIB

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M 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

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

Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return