Belpointe Asset Management’s Invesco PureBeta US Aggregate Bond ETF PBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,801
Closed -$62.4K 3677
2023
Q1
$62.4K Hold
2,801
﹤0.01% 1582
2022
Q4
$61K Buy
+2,801
New +$60.8K ﹤0.01% 1492

Belpointe Asset Management's PBND Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco PureBeta US Aggregate Bond ETF (PBND) in Q2 2023, closing a stake of 2,801 shares — an estimated $62.4K sold.

Belpointe Asset Management first reported a position in PBND in Q4 2022 and held it in 2 quarters. The position peaked at $62.4K in Q1 2023. 0 funds tracked by Wall St. Rank hold PBND as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco PureBeta US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,801 Invesco PureBeta US Aggregate Bond ETF shares in Q2 2023, an estimated $62.4K.
  • Belpointe Asset Management first reported a position in Invesco PureBeta US Aggregate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Invesco PureBeta US Aggregate Bond ETF position peaked at $62.4K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Invesco PureBeta US Aggregate Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.