Jones Financial Companies’s Invesco Total Return Bond ETF GTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.5M Buy
224,356
+28,896
+15% +$1.35M 0.01% 349
2025
Q1
$9.15M Buy
195,460
+41,035
+27% +$1.92M 0.01% 328
2024
Q4
$7.17M Buy
154,425
+63,094
+69% +$2.93M 0.01% 306
2024
Q3
$4.42M Buy
91,331
+65,512
+254% +$3.17M ﹤0.01% 314
2024
Q2
$1.2M Buy
+25,819
New +$1.2M ﹤0.01% 401