Treasure Coast Financial Planning’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 | $5.94M | Buy |
122,098
+2,160
| +2% | +$105K | 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% | -$276K | 3.62% | 9 |
|
|
2024
Q3 | $5.94M | Buy |
122,137
+3,493
| +3% | +$170K | 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% | +$18.4K | 3.63% | 11 |
|
|
2023
Q3 | $4.94M | Buy |
108,537
+481
| +0.4% | +$21.9K | 3.43% | 13 |
|
|
2023
Q2 | $5.04M | Buy |
108,056
+34,447
| +47% | +$1.61M | 3.4% | 12 |
|
|
2023
Q1 | $3.49M | Buy |
+73,609
| New | +$3.49M | 2.44% | 14 |
|