HB
JPIB icon

HTLF Bank’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

HTLF Bank’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
2024
Q4 		$1.02M Hold
21,569
– – 0.12% 86
2024
Q3 		$1.05M Hold
21,569
– – 0.11% 86
2024
Q2 		$1.02M Hold
21,569
– – 0.12% 94
2024
Q1 		$1.03M Hold
21,569
– – 0.12% 92
2023
Q4 		$1.03M Buy
+21,569
New +$994K 0.12% 85

Other funds holding JPIB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

HTLF Bank's JPIB Position: Q4 2024 in Review

HTLF Bank held its JPMorgan International Bond Opportunities ETF (JPIB) position steady in Q4 2024 at 21,569 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #86.

HTLF Bank first reported a position in JPIB in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.05M in Q3 2024. 125 funds tracked by Wall St. Rank hold JPIB as of Q4 2024.

  • HTLF Bank held 21,569 shares of JPMorgan International Bond Opportunities ETF worth $1.02M as of Q4 2024.
  • HTLF Bank left its JPMorgan International Bond Opportunities ETF share count unchanged in Q4 2024.
  • JPMorgan International Bond Opportunities ETF made up 0.12% of HTLF Bank's portfolio in Q4 2024, its #86 holding.
  • HTLF Bank first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's JPMorgan International Bond Opportunities ETF position peaked at $1.05M in Q3 2024.
  • 125 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.