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 $93.1B AUM 61.18% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

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