Jones Financial Companies’s Neuberger Berman Small-Mid Cap ETF NBSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Buy	53,775 +22,019	+69%	+$554K	﹤0.01%	888
2025 Q1	$761K	Buy	31,756 +28,889	+1,008%	+$692K	﹤0.01%	969
2024 Q4	$72.7K	Buy	+2,867	New	+$72.7K	﹤0.01%	1741