Windsor Capital Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Windsor Capital 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
2026 Q2	$7.44M	Buy	153,939 +2,338	+2%	+$112K	1.93%	19
2026 Q1	$7.25M	Buy	151,601 +3,501	+2%	+$171K	2.04%	18
2025 Q4	$7.21M	Sell	148,100 -669	-0.4%	-$32.7K	1.99%	18
2025 Q3	$7.29M	Buy	148,769 +1,592	+1%	+$77.5K	2.01%	18
2025 Q2	$7.16M	Sell	147,177 -1,081	-0.7%	-$51.9K	2.09%	16
2025 Q1	$7.1M	Buy	148,258 +2,630	+2%	+$125K	2.18%	17
2024 Q4	$6.88M	Sell	145,628 -1,342	-0.9%	-$64.2K	2.04%	17
2024 Q3	$7.15M	Buy	146,970 +1,357	+0.9%	+$65.1K	2.08%	16
2024 Q2	$6.86M	Buy	145,613 +3,545	+2%	+$167K	2.12%	17
2024 Q1	$6.77M	Sell	142,068 -128	-0.1%	-$6.09K	2.1%	17
2023 Q4	$6.8M	Sell	142,196 -362	-0.3%	-$16.7K	2.22%	14
2023 Q3	$6.48M	Sell	142,558 -950	-0.7%	-$43.8K	2.24%	16
2023 Q2	$6.69M	Buy	143,508 +17	+0%	+$800	2.21%	16
2023 Q1	$6.8M	Sell	143,491 -2,139	-1%	-$101K	2.34%	16
2022 Q4	$6.7M	Sell	145,630 -4,840	-3%	-$219K	2.44%	15
2022 Q3	$6.69M	Sell	150,470 -5,277	-3%	-$241K	2.5%	15
2022 Q2	$7M	Sell	155,747 -30,477	-16%	-$1.43M	2.49%	15
2022 Q1	$9.11M	Buy	186,224 +6,728	+4%	+$333K	2.83%	9
2021 Q4	$9.09M	Sell	179,496 -1,584	-0.9%	-$80.5K	2.74%	11
2021 Q3	$9.3M	Buy	181,080 +5,026	+3%	+$259K	2.98%	8
2021 Q2	$9.07M	Buy	176,054 +8,037	+5%	+$413K	3%	9
2021 Q1	$8.62M	Buy	168,017 +18,886	+13%	+$973K	2.99%	9
2020 Q4	$7.74M	Sell	149,131 -121	-0.1%	-$6.19K	2.89%	10
2020 Q3	$7.51M	Buy	149,252 +2,556	+2%	+$129K	3.14%	8
2020 Q2	$7.29M	Buy	146,696 +11,791	+9%	+$568K	3.14%	8
2020 Q1	$6.36M	Buy	134,905 +1,816	+1%	+$89.8K	3.22%	8
2019 Q4	$6.66M	Buy	133,089 +9,762	+8%	+$498K	2.8%	10
2019 Q3	$6.3M	Buy	123,327 +10,610	+9%	+$542K	2.81%	10
2019 Q2	$5.71M	Buy	112,717 +51,559	+84%	+$2.56M	2.62%	10
2019 Q1	$3M	Buy	61,158 +43,542	+247%	+$2.11M	1.42%	19
2018 Q4	$833K	Buy	+17,616	New	+$870K	0.43%	56

Other funds holding JPIB

FWA

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return