SYM Financial Corp’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.36M	Buy	49,434 +5,703	+13%	+$278K	0.24%	30
2025 Q4	$2.13M	Buy	43,731 +1,861	+4%	+$91K	0.22%	32
2025 Q3	$2.05M	Buy	41,870 +3,948	+10%	+$192K	0.22%	32
2025 Q2	$1.84M	Buy	37,922 +4,136	+12%	+$198K	0.21%	31
2025 Q1	$1.62M	Buy	33,786 +214	+0.6%	+$10.2K	0.2%	30
2024 Q4	$1.59M	Sell	33,572 -350	-1%	-$16.7K	0.21%	32
2024 Q3	$1.65M	Buy	33,922 +1,877	+6%	+$90K	0.22%	35
2024 Q2	$1.51M	Sell	32,045 -1,036	-3%	-$48.8K	0.24%	29
2024 Q1	$1.58M	Buy	33,081 +4,888	+17%	+$232K	0.26%	25
2023 Q4	$1.35M	Buy	28,193 +16,509	+141%	+$761K	0.22%	27
2023 Q3	$532K	Buy	11,684 +362	+3%	+$16.7K	0.09%	42
2023 Q2	$528K	Buy	11,322 +163	+1%	+$7.67K	0.11%	32
2023 Q1	$528K	Buy	11,159 +2	+0%	+$94	0.12%	29
2022 Q4	$513K	Buy	11,157 +288	+3%	+$13.1K	0.12%	32
2022 Q3	$483K	Buy	10,869 +1,263	+13%	+$57.7K	0.23%	31
2022 Q2	$432K	Buy	9,606 +2,066	+27%	+$96.9K	0.2%	30
2022 Q1	$369K	Buy	7,540 +2,491	+49%	+$123K	0.16%	32
2021 Q4	$256K	Buy	5,049 +422	+9%	+$21.4K	0.1%	43
2021 Q3	$238K	Buy	4,627 +1,735	+60%	+$89.3K	0.14%	45
2021 Q2	$149K	Buy	2,892 +706	+32%	+$36.3K	0.09%	53
2021 Q1	$112K	Buy	2,186 +83	+4%	+$4.28K	0.06%	56
2020 Q4	$109K	Buy	2,103 +10	+0.5%	+$512	0.08%	50
2020 Q3	$105K	Buy	2,093 +680	+48%	+$34.4K	0.08%	45
2020 Q2	$70K	Buy	1,413 +1,403	+14,030%	+$67.6K	0.06%	44
2020 Q1	$0	Buy	+10	New	+$494	﹤0.01%	82