CPWM
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Cardinal Point Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$38.3M Buy
346,378
+14,307
+4% +$1.58M 18% 2
2021
Q2
$36.8M Buy
332,071
+4,410
+1% +$489K 16.65% 2
2021
Q1
$35.9M Buy
327,661
+28,942
+10% +$3.17M 18.07% 2
2020
Q4
$33.8M Buy
+298,719
New +$33.8M 17.18% 2