PFG Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

PFG Advisors’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
2025 Q1	–	Sell	-7,031	Closed	-$332K	–	707
2024 Q4	$332K	Sell	7,031 -702	-9%	-$33.6K	0.02%	562
2024 Q3	$376K	Sell	7,733 -1,372	-15%	-$65.8K	0.02%	531
2024 Q2	$429K	Sell	9,105 -19,983	-69%	-$942K	0.03%	463
2024 Q1	$1.39M	Sell	29,088 -762	-3%	-$36.2K	0.1%	228
2023 Q4	$1.43M	Buy	29,850 +1,462	+5%	+$67.4K	0.12%	211
2023 Q3	$1.29M	Buy	28,388 +2,436	+9%	+$112K	0.12%	207
2023 Q2	$1.21M	Buy	+25,952	New	+$1.22M	0.09%	251
2021 Q4	–	Sell	-19,084	Closed	-$981K	–	536
2021 Q3	$981K	Sell	19,084 -2,043	-10%	-$105K	0.11%	239
2021 Q2	$1.09M	Buy	21,127 +4,394	+26%	+$226K	0.12%	214
2021 Q1	$858K	Buy	+16,733	New	+$862K	0.11%	238

Other funds holding JPIB

APP

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

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFG Advisors's JPIB Position: Q1 2025 in Review

PFG Advisors sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2025, closing a stake of 7,031 shares — an estimated $332K sold.

PFG Advisors first reported a position in JPIB in Q1 2021 and held it in 10 quarters. The position peaked at $1.43M in Q4 2023. 128 funds tracked by Wall St. Rank hold JPIB as of Q1 2025.

PFG Advisors reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2025 after selling out during the quarter.
PFG Advisors sold 7,031 JPMorgan International Bond Opportunities ETF shares in Q1 2025, an estimated $332K.
PFG Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2021 and held it in 10 quarters.
PFG Advisors's JPMorgan International Bond Opportunities ETF position peaked at $1.43M in Q4 2023.
128 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2025.

Based on PFG Advisors's 13F filing for Q1 2025, filed 6 May 2025.