Avondale Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Buy |
7,400
+3,900
| +111% | +$360K | 0.38% | 29 |
|
|
2025
Q1 | $324K | Hold |
3,500
| – | – | 0.2% | 43 |
|
|
2024
Q4 | $316K | Sell |
3,500
-350
| -9% | -$31.6K | 0.2% | 40 |
|
|
2024
Q3 | $364K | Sell |
3,850
-3,000
| -44% | -$284K | 0.24% | 35 |
|
|
2024
Q2 | $624K | Hold |
6,850
| – | – | 0.43% | 26 |
|
|
2024
Q1 | $629K | Sell |
6,850
-1,250
| -15% | -$115K | 0.44% | 24 |
|
|
2023
Q4 | $749K | Buy |
8,100
+5,100
| +170% | +$471K | 0.6% | 22 |
|
|
2023
Q3 | $264K | Buy |
3,000
+1,000
| +50% | +$87.9K | 0.23% | 40 |
|
|
2023
Q2 | $183K | Hold |
2,000
| – | – | 0.15% | 48 |
|
|
2023
Q1 | $186K | Sell |
2,000
-5,700
| -74% | -$529K | 0.16% | 44 |
|
|
2022
Q4 | $697K | Buy |
+7,700
| New | +$697K | 0.6% | 15 |
|