Beacon Financial Planning’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 | $1.21M | Sell |
13,164
-224
| -2% | -$20.6K | 0.68% | 26 |
|
|
2025
Q1 | $1.24M | Sell |
13,388
-2,030
| -13% | -$188K | 0.71% | 25 |
|
|
2024
Q4 | $1.39M | Sell |
15,418
-6,971
| -31% | -$630K | 0.81% | 18 |
|
|
2024
Q3 | $2.12M | Sell |
22,389
-1,513
| -6% | -$143K | 1.31% | 16 |
|
|
2024
Q2 | $2.18M | Sell |
23,902
-818
| -3% | -$74.5K | 1.48% | 12 |
|
|
2024
Q1 | $2.27M | Sell |
24,720
-631
| -2% | -$58K | 1.59% | 12 |
|
|
2023
Q4 | $2.34M | Sell |
25,351
-295
| -1% | -$27.3K | 1.84% | 10 |
|
|
2023
Q3 | $2.25M | Sell |
25,646
-894
| -3% | -$78.6K | 1.95% | 10 |
|
|
2023
Q2 | $2.43M | Buy |
26,540
+59
| +0.2% | +$5.41K | 2.06% | 10 |
|
|
2023
Q1 | $2.46M | Sell |
26,481
-80
| -0.3% | -$7.42K | 2.3% | 10 |
|
|
2022
Q4 | $2.4M | Buy |
+26,561
| New | +$2.4M | 2.49% | 9 |
|