GFG
Goldstone Financial Group’s iShares CMBS ETF CMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,420
| Closed | -$1.03M | – | 209 |
|
|
2025
Q1 | $1.03M | Sell |
21,420
-4,185
| -16% | -$201K | 0.16% | 84 |
|
|
2024
Q4 | $1.21M | Buy |
25,605
+1,970
| +8% | +$93K | 0.19% | 80 |
|
|
2024
Q3 | $1.16M | Buy |
23,635
+3,377
| +17% | +$165K | 0.2% | 80 |
|
|
2024
Q2 | $951K | Buy |
20,258
+4,036
| +25% | +$189K | 0.19% | 85 |
|
|
2024
Q1 | $764K | Buy |
16,222
+3,588
| +28% | +$169K | 0.18% | 83 |
|
|
2023
Q4 | $591K | Buy |
12,634
+3,899
| +45% | +$182K | 0.15% | 94 |
|
|
2023
Q3 | $393K | Buy |
8,735
+2,717
| +45% | +$122K | 0.12% | 101 |
|
|
2023
Q2 | $276K | Buy |
6,018
+1,197
| +25% | +$54.9K | 0.08% | 131 |
|
|
2023
Q1 | $223K | Buy |
+4,821
| New | +$223K | 0.07% | 135 |
|