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Tyler-Stone Wealth Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-350
Closed -$16.5K – 641
2024
Q2 		$16.5K Hold
350
– – 0.01% 556
2024
Q1 		$16.7K Hold
350
– – 0.01% 556
2023
Q4 		$16.7K Hold
350
– – 0.01% 540
2023
Q3 		$16K Hold
350
– – 0.01% 523
2023
Q2 		$16K Buy
+350
New +$16.5K 0.01% 520
2022
Q4 		$16K Hold
350
– – 0.01% 476
2022
Q3 		$16K Hold
350
– – 0.01% 466
2022
Q2 		$16K Sell
350
-100
-22% -$4.69K 0.01% 481
2022
Q1 		$22K Hold
450
– – 0.01% 458
2021
Q4 		$23K Buy
+450
New +$22.9K 0.01% 477

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tyler-Stone Wealth Management's JPIB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2024, closing a stake of 350 shares — an estimated $16.5K sold.

Tyler-Stone Wealth Management first reported a position in JPIB in Q4 2021 and held it in 10 quarters. The position peaked at $23K in Q4 2021. 113 funds tracked by Wall St. Rank hold JPIB as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 350 JPMorgan International Bond Opportunities ETF shares in Q3 2024, an estimated $16.5K.
  • Tyler-Stone Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's JPMorgan International Bond Opportunities ETF position peaked at $23K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.