Mascoma Wealth Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Mascoma Wealth Management’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 Q4	–	Sell	-162	Closed	-$7K	–	649
2022 Q3	$7K	Hold	162	–	–	﹤0.01%	445
2022 Q2	$7K	Hold	162	–	–	﹤0.01%	465
2022 Q1	$8K	Hold	162	–	–	﹤0.01%	467
2021 Q4	$8K	Hold	162	–	–	﹤0.01%	421
2021 Q3	$8K	Buy	+162	New	+$8.34K	﹤0.01%	357
2021 Q2	–	Sell	-550	Closed	-$28K	–	293
2021 Q1	$28K	Buy	+550	New	+$28.3K	0.01%	263
2019 Q3	$363K	Hold	7,104	–	–	0.23%	53
2019 Q2	$360K	Sell	7,104 -62	-0.9%	-$3.08K	0.23%	55
2019 Q1	$352K	Sell	7,166 -1,667	-19%	-$81K	0.24%	53
2018 Q4	$418K	Sell	8,833 -27,295	-76%	-$1.35M	0.32%	42
2018 Q3	$1.81M	Sell	36,128 -139,587	-79%	-$6.99M	1.19%	16
2018 Q2	$8.73M	Buy	175,715 +19,685	+13%	+$988K	6.15%	3
2018 Q1	$7.86M	Buy	156,030 +39,322	+34%	+$2M	5.18%	4
2017 Q4	$5.96M	Buy	116,708 +83,091	+247%	+$4.28M	3.67%	7
2017 Q3	$1.74M	Buy	+33,617	New	+$1.72M	1.16%	22

Other funds holding JPIB

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Mascoma Wealth Management's JPIB Position: Q4 2022 in Review

Mascoma Wealth Management sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2022, closing a stake of 162 shares — an estimated $7K sold.

Mascoma Wealth Management first reported a position in JPIB in Q3 2017 and held it in 15 quarters. The position peaked at $8.73M in Q2 2018. 86 funds tracked by Wall St. Rank hold JPIB as of Q4 2022.

Mascoma Wealth Management reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2022 after selling out during the quarter.
Mascoma Wealth Management sold 162 JPMorgan International Bond Opportunities ETF shares in Q4 2022, an estimated $7K.
Mascoma Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2017 and held it in 15 quarters.
Mascoma Wealth Management's JPMorgan International Bond Opportunities ETF position peaked at $8.73M in Q2 2018.
86 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.