Jones Financial Companies’s iShares CMBS ETF CMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
14,627
+2,650
| +22% | +$129K | ﹤0.01% | 1136 |
|
|
2025
Q1 | $576K | Buy |
11,977
+1,158
| +11% | +$55.7K | ﹤0.01% | 1066 |
|
|
2024
Q4 | $511K | Buy |
10,819
+836
| +8% | +$39.5K | ﹤0.01% | 991 |
|
|
2024
Q3 | $487K | Buy |
9,983
+3,736
| +60% | +$182K | ﹤0.01% | 830 |
|
|
2024
Q2 | $293K | Buy |
6,247
+4,500
| +258% | +$211K | ﹤0.01% | 714 |
|
|
2024
Q1 | $82.3K | Buy |
+1,747
| New | +$82.3K | ﹤0.01% | 630 |
|