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

GoalVest 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
Q2 		– Sell
-863
Closed -$42K – 432
2022
Q1 		$42K Buy
+863
New +$42.6K 0.02% 162
2021
Q2 		$90K Buy
+1,752
New +$90.1K 0.06% 132

Other funds holding JPIB

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GoalVest Advisory's JPIB Position: Q2 2022 in Review

GoalVest Advisory sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q2 2022, closing a stake of 863 shares — an estimated $42K sold.

GoalVest Advisory first reported a position in JPIB in Q2 2021 and held it in 2 quarters. The position peaked at $90K in Q2 2021. 76 funds tracked by Wall St. Rank hold JPIB as of Q2 2022.

  • GoalVest Advisory reported no remaining JPMorgan International Bond Opportunities ETF position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 863 JPMorgan International Bond Opportunities ETF shares in Q2 2022, an estimated $42K.
  • GoalVest Advisory first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2021 and held it in 2 quarters.
  • GoalVest Advisory's JPMorgan International Bond Opportunities ETF position peaked at $90K in Q2 2021.
  • 76 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.