Keystone Financial Services, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Keystone Financial Services, LLC

  • $143 Billion
  • Q3 2025
Number of Shares
170,498
Previous 162,251 5.08%
Holding current value
$4.53 Billion
Previous $4.27 Billion 6.2%
% of portfolio
3.17%
Previous 3.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
8,247 Added 5.08%
170,498 $4.53 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
9,363 Added 6.12%
162,251 $4.27 Billion
Q1 2025

Apr 25, 2025
BUY
N/A
6,656 Added 4.55%
152,888 $4.02 Billion
Q4 2024

Mar 14, 2025
BUY
N/A
146,232 New
146,232 $3.77 Billion
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