Treasure Coast Financial Planning’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	$6.43M	Buy	134,402 +5,502	+4%	+$268K	3.31%	12
2025 Q4	$6.28M	Buy	128,900 +4,866	+4%	+$238K	3.33%	11
2025 Q3	$6.08M	Buy	124,034 +1,936	+2%	+$94.3K	3.39%	10
2025 Q2	$5.94M	Buy	122,098 +2,160	+2%	+$104K	3.46%	9
2025 Q1	$5.74M	Buy	119,938 +3,641	+3%	+$174K	3.56%	9
2024 Q4	$5.5M	Sell	116,297 -5,840	-5%	-$279K	3.62%	9
2024 Q3	$5.94M	Buy	122,137 +3,493	+3%	+$168K	3.67%	9
2024 Q2	$5.59M	Buy	118,644 +4,780	+4%	+$225K	3.69%	9
2024 Q1	$5.42M	Buy	113,864 +4,943	+5%	+$235K	3.55%	10
2023 Q4	$5.21M	Buy	108,921 +384	+0.4%	+$17.7K	3.63%	11
2023 Q3	$4.94M	Buy	108,537 +481	+0.4%	+$22.2K	3.43%	13
2023 Q2	$5.04M	Buy	108,056 +34,447	+47%	+$1.62M	3.4%	12
2023 Q1	$3.49M	Buy	+73,609	New	+$3.46M	2.44%	14