Waverly Advisors’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 | $2.72M | Buy |
55,995
+1,500
| +3% | +$72.9K | 0.03% | 431 |
|
|
2025
Q1 | $2.61M | Buy |
54,495
+4,487
| +9% | +$215K | 0.03% | 425 |
|
|
2024
Q4 | $2.36M | Buy |
50,008
+3,236
| +7% | +$153K | 0.04% | 348 |
|
|
2024
Q3 | $2.28M | Buy |
46,772
+1,924
| +4% | +$93.6K | 0.04% | 312 |
|
|
2024
Q2 | $2.11M | Buy |
44,848
+14,265
| +47% | +$672K | 0.04% | 311 |
|
|
2024
Q1 | $1.46M | Buy |
+30,583
| New | +$1.46M | 0.03% | 308 |
|