Caldwell Trust’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Caldwell Trust’s Portfolio BOND Stock Details BOND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.13K	Hold	34
2025 Q1	$3.14K	Hold	34
2024 Q4	$3.07K	Buy	+34