Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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CIA
Concurrent Investment Advisors’s
Pacer Trendpilot US Bond ETF
PTBD
Stock Holding History
Concurrent Investment Advisors’s Portfolio
PTBD Stock Details
PTBD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2025
Q2
$494K
Hold
24,995
–
–
0.01%
848
2025
Q1
$501K
Sell
24,995
-612
-
2
%
-$12.3K
0.01%
747
2024
Q4
$512K
Sell
25,607
-700
-
3
%
-$14K
0.01%
656
2024
Q3
$543K
Hold
26,307
–
–
0.02%
593
2024
Q2
$529K
Buy
+26,307
New
+$529K
0.02%
566
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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