Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-59
Closed -$2.68K – 287
2023
Q3 		$2.68K Buy
+59
New +$2.72K ﹤0.01% 444

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SB
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APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Legacy Financial Group (Iowa)'s JPIB Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2023, closing a stake of 59 shares — an estimated $2.68K sold.

Legacy Financial Group (Iowa) first reported a position in JPIB in Q3 2023 and held it in 1 quarter. The position peaked at $2.68K in Q3 2023. 109 funds tracked by Wall St. Rank hold JPIB as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 59 JPMorgan International Bond Opportunities ETF shares in Q4 2023, an estimated $2.68K.
  • Legacy Financial Group (Iowa) first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s JPMorgan International Bond Opportunities ETF position peaked at $2.68K in Q3 2023.
  • 109 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.