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Wealth Advisory Solutions’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Wealth Advisory Solutions’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
2021
Q1 		– Sell
-3,985
Closed -$201K – 170
2020
Q4 		$201K Hold
3,985
– – 0.05% 156
2020
Q3 		$201K Buy
+3,985
New +$202K 0.05% 175

Other funds holding JPIB

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Wealth Advisory Solutions's JPIB Position: Q1 2021 in Review

Wealth Advisory Solutions sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2021, closing a stake of 3,985 shares — an estimated $201K sold.

Wealth Advisory Solutions first reported a position in JPIB in Q3 2020 and held it in 2 quarters. The position peaked at $201K in Q4 2020. 54 funds tracked by Wall St. Rank hold JPIB as of Q1 2021.

  • Wealth Advisory Solutions reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 3,985 JPMorgan International Bond Opportunities ETF shares in Q1 2021, an estimated $201K.
  • Wealth Advisory Solutions first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2020 and held it in 2 quarters.
  • Wealth Advisory Solutions's JPMorgan International Bond Opportunities ETF position peaked at $201K in Q4 2020.
  • 54 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2021.

Based on Wealth Advisory Solutions's 13F filing for Q1 2021, filed 13 May 2021.