Kelly Financial Group’s JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF BBIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16M	Buy	160,813 +9,124	+6%	+$905K	4.62%	9
2025 Q1	$15M	Buy	151,689 +30,587	+25%	+$3.02M	4.67%	7
2024 Q4	$11.7M	Buy	+121,102	New	+$11.7M	4.16%	9