Concurrent Investment Advisors’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

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