Colton Groome Financial Advisors’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 | – | Sell |
-2,691
| Closed | -$248K | – | 138 |
|
|
2025
Q1 | $248K | Buy |
+2,691
| New | +$248K | 0.1% | 110 |
|
|
2024
Q4 | – | Sell |
-3,440
| Closed | -$325K | – | 122 |
|
|
2024
Q3 | $325K | Sell |
3,440
-363
| -10% | -$34.3K | 0.12% | 103 |
|
|
2024
Q2 | $346K | Sell |
3,803
-3,216
| -46% | -$293K | 0.14% | 90 |
|
|
2024
Q1 | $645K | Sell |
7,019
-840
| -11% | -$77.2K | 0.26% | 56 |
|
|
2023
Q4 | $727K | Sell |
7,859
-8,934
| -53% | -$826K | 0.32% | 51 |
|
|
2023
Q3 | $1.48M | Sell |
16,793
-3,960
| -19% | -$348K | 0.74% | 34 |
|
|
2023
Q2 | $1.9M | Sell |
20,753
-5,938
| -22% | -$544K | 0.89% | 31 |
|
|
2023
Q1 | $2.48M | Buy |
+26,691
| New | +$2.48M | 1.18% | 26 |
|