DBT
JPIB icon

Dubuque Bank & Trust’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Dubuque Bank & Trust’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
2023
Q3 		$981K Hold
21,569
– – 0.13% 86
2023
Q2 		$1.01M Hold
21,569
– – 0.13% 84
2023
Q1 		$1.02M Hold
21,569
– – 0.13% 88
2022
Q4 		$992K Hold
21,569
– – 0.13% 91
2022
Q3 		$959K Buy
+21,569
New +$985K 0.13% 89

Other funds holding JPIB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Dubuque Bank & Trust's JPIB Position: Q3 2023 in Review

Dubuque Bank & Trust held its JPMorgan International Bond Opportunities ETF (JPIB) position steady in Q3 2023 at 21,569 shares worth $981K. The position accounts for 0.13% of the portfolio, ranked #86.

Dubuque Bank & Trust first reported a position in JPIB in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.02M in Q1 2023. 98 funds tracked by Wall St. Rank hold JPIB as of Q3 2023.

  • Dubuque Bank & Trust held 21,569 shares of JPMorgan International Bond Opportunities ETF worth $981K as of Q3 2023.
  • Dubuque Bank & Trust left its JPMorgan International Bond Opportunities ETF share count unchanged in Q3 2023.
  • JPMorgan International Bond Opportunities ETF made up 0.13% of Dubuque Bank & Trust's portfolio in Q3 2023, its #86 holding.
  • Dubuque Bank & Trust first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2022 and has held it in 5 quarters since.
  • Dubuque Bank & Trust's JPMorgan International Bond Opportunities ETF position peaked at $1.02M in Q1 2023.
  • 98 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2023.

Based on Dubuque Bank & Trust's 13F filing for Q3 2023, filed 27 Oct 2023.