Peterson Wealth Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.01M | Buy |
164,837
+3,226
| +2% | +$157K | 1.32% | 15 |
|
|
2025
Q1 | $7.64M | Buy |
161,611
+4,381
| +3% | +$207K | 1.48% | 15 |
|
|
2024
Q4 | $7.45M | Sell |
157,230
-1,432
| -0.9% | -$67.9K | 1.34% | 14 |
|
|
2024
Q3 | $7.72M | Buy |
158,662
+9,523
| +6% | +$463K | 1.46% | 13 |
|
|
2024
Q2 | $7.03M | Buy |
149,139
+15,415
| +12% | +$726K | 1.47% | 12 |
|
|
2024
Q1 | $6.37M | Buy |
133,724
+4,139
| +3% | +$197K | 1.35% | 12 |
|
|
2023
Q4 | $6.19M | Sell |
129,585
-686
| -0.5% | -$32.8K | 1.47% | 13 |
|
|
2023
Q3 | $5.93M | Sell |
130,271
-760
| -0.6% | -$34.6K | 1.59% | 12 |
|
|
2023
Q2 | $6.08M | Sell |
131,031
-17,585
| -12% | -$816K | 1.61% | 12 |
|
|
2023
Q1 | $7.04M | Sell |
148,616
-5,787
| -4% | -$274K | 1.94% | 11 |
|
|
2022
Q4 | $7.1M | Sell |
154,403
-11,541
| -7% | -$531K | 2.14% | 10 |
|
|
2022
Q3 | $7.38M | Buy |
165,944
+3,269
| +2% | +$145K | 2.48% | 10 |
|
|
2022
Q2 | $7.31M | Buy |
162,675
+3,417
| +2% | +$154K | 2.41% | 9 |
|
|
2022
Q1 | $7.79M | Buy |
159,258
+3,902
| +3% | +$191K | 2.31% | 9 |
|
|
2021
Q4 | $7.87M | Buy |
155,356
+7,157
| +5% | +$362K | 2.27% | 9 |
|
|
2021
Q3 | $7.61M | Buy |
148,199
+18,661
| +14% | +$959K | 2.52% | 9 |
|
|
2021
Q2 | $6.68M | Buy |
129,538
+15,160
| +13% | +$781K | 2.37% | 9 |
|
|
2021
Q1 | $5.87M | Buy |
114,378
+4,940
| +5% | +$253K | 2.39% | 9 |
|
|
2020
Q4 | $5.68M | Buy |
109,438
+6,959
| +7% | +$361K | 2.5% | 9 |
|
|
2020
Q3 | $5.16M | Buy |
102,479
+1,736
| +2% | +$87.4K | 2.64% | 8 |
|
|
2020
Q2 | $5.01M | Buy |
100,743
+1,283
| +1% | +$63.7K | 2.67% | 9 |
|
|
2020
Q1 | $4.69M | Buy |
99,460
+9,113
| +10% | +$430K | 3.04% | 9 |
|
|
2019
Q4 | $4.52M | Buy |
90,347
+3,504
| +4% | +$175K | 2.58% | 10 |
|
|
2019
Q3 | $4.44M | Buy |
86,843
+2,477
| +3% | +$127K | 2.72% | 10 |
|
|
2019
Q2 | $4.27M | Buy |
84,366
+3,326
| +4% | +$168K | 2.7% | 10 |
|
|
2019
Q1 | $4M | Buy |
81,040
+8,035
| +11% | +$397K | 2.68% | 10 |
|
|
2018
Q4 | $3.45M | Buy |
73,005
+6,552
| +10% | +$310K | 2.74% | 11 |
|
|
2018
Q3 | $3.33M | Buy |
66,453
+8,152
| +14% | +$408K | 2.43% | 11 |
|
|
2018
Q2 | $2.9M | Buy |
58,301
+3,125
| +6% | +$155K | 2.35% | 11 |
|
|
2018
Q1 | $2.78M | Buy |
55,176
+37,708
| +216% | +$1.9M | 2.3% | 10 |
|
|
2017
Q4 | $894K | Buy |
+17,468
| New | +$894K | 0.81% | 21 |
|