GFG
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Goldstone Financial Group’s JPMorgan Active Bond ETF JBND Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.21M Sell
154,474
-117,553
-43% -$6.25M 1.08% 28
2025
Q1
$14.6M Buy
272,027
+24,628
+10% +$1.32M 2.2% 8
2024
Q4
$12.9M Buy
+247,399
New +$12.9M 2.03% 11