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

Goodman Advisory Group’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 		– Sell
-456
Closed -$21.2K – 170
2023
Q2 		$21.2K Sell
456
-110,387
-100% -$5.2M 0.01% 104
2023
Q1 		$5.25M Buy
+110,843
New +$5.21M 2.86% 17

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

Goodman Advisory Group's JPIB Position: Q3 2023 in Review

Goodman Advisory Group sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2023, closing a stake of 456 shares — an estimated $21.2K sold.

Goodman Advisory Group first reported a position in JPIB in Q1 2023 and held it in 2 quarters. The position peaked at $5.25M in Q1 2023. 98 funds tracked by Wall St. Rank hold JPIB as of Q3 2023.

  • Goodman Advisory Group reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Goodman Advisory Group sold 456 JPMorgan International Bond Opportunities ETF shares in Q3 2023, an estimated $21.2K.
  • Goodman Advisory Group first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2023 and held it in 2 quarters.
  • Goodman Advisory Group's JPMorgan International Bond Opportunities ETF position peaked at $5.25M in Q1 2023.
  • 98 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2023.

Based on Goodman Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.