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Walkner Condon Financial Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Walkner Condon Financial Advisors’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
2026
Q2 		$293K Sell
6,053
-6,695
-53% -$322K 0.03% 268
2026
Q1 		$610K Buy
12,748
+544
+4% +$26.5K 0.08% 153
2025
Q4 		$594K Buy
12,204
+484
+4% +$23.7K 0.08% 158
2025
Q3 		$575K Sell
11,720
-45,405
-79% -$2.21M 0.09% 155
2025
Q2 		$2.78M Buy
57,125
+11,030
+24% +$529K 0.51% 47
2025
Q1 		$2.21M Buy
+46,095
New +$2.2M 0.45% 58

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Walkner Condon Financial Advisors's JPIB Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 53% in Q2 2026, selling an estimated $322K and leaving 6,053 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #268.

Walkner Condon Financial Advisors first reported a position in JPIB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.78M in Q2 2025. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Walkner Condon Financial Advisors held 6,053 shares of JPMorgan International Bond Opportunities ETF worth $293K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 6,695 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $322K.
  • JPMorgan International Bond Opportunities ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #268 holding.
  • Walkner Condon Financial Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
  • Walkner Condon Financial Advisors's JPMorgan International Bond Opportunities ETF position peaked at $2.78M in Q2 2025.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.