BankPlus Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$901K	Buy	49,494 +10,725	+28%	+$195K	0.6%	31
2025 Q1	$693K	Buy	38,769 +9,370	+32%	+$168K	0.51%	36
2024 Q4	$515K	Buy	+29,399	New	+$515K	0.38%	49