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S.R. Schill & Associates’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

S.R. Schill & Associates’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
2021
Q3 		– Sell
-4,277
Closed -$220K – 91
2021
Q2 		$220K Sell
4,277
-58,850
-93% -$3.03M 0.09% 86
2021
Q1 		$3.24M Buy
63,127
+3,470
+6% +$179K 1.43% 18
2020
Q4 		$3.1M Buy
59,657
+2,225
+4% +$114K 1.43% 17
2020
Q3 		$2.89M Sell
57,432
-28,456
-33% -$1.44M 1.47% 14
2020
Q2 		$4.27M Buy
+85,888
New +$4.14M 2.48% 10

Other funds holding JPIB

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

S.R. Schill & Associates's JPIB Position: Q3 2021 in Review

S.R. Schill & Associates sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2021, closing a stake of 4,277 shares — an estimated $220K sold.

S.R. Schill & Associates first reported a position in JPIB in Q2 2020 and held it in 5 quarters. The position peaked at $4.27M in Q2 2020. 61 funds tracked by Wall St. Rank hold JPIB as of Q3 2021.

  • S.R. Schill & Associates reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2021 after selling out during the quarter.
  • S.R. Schill & Associates sold 4,277 JPMorgan International Bond Opportunities ETF shares in Q3 2021, an estimated $220K.
  • S.R. Schill & Associates first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2020 and held it in 5 quarters.
  • S.R. Schill & Associates's JPMorgan International Bond Opportunities ETF position peaked at $4.27M in Q2 2020.
  • 61 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2021.

Based on S.R. Schill & Associates's 13F filing for Q3 2021, filed 25 Oct 2021.