Elevation Wealth Partners’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 | $104K | Sell |
1,133
-20
| -2% | -$1.84K | 0.04% | 170 |
|
|
2025
Q1 | $107K | Sell |
1,153
-565
| -33% | -$52.3K | 0.05% | 164 |
|
|
2024
Q4 | $155K | Sell |
1,718
-515
| -23% | -$46.6K | 0.07% | 129 |
|
|
2024
Q3 | $211K | Buy |
2,233
+522
| +31% | +$49.4K | 0.09% | 110 |
|
|
2024
Q2 | $156K | Sell |
1,711
-84
| -5% | -$7.65K | 0.07% | 128 |
|
|
2024
Q1 | $165K | Sell |
1,795
-644
| -26% | -$59.2K | 0.08% | 124 |
|
|
2023
Q4 | $214K | Sell |
2,439
-220
| -8% | -$19.3K | 0.13% | 97 |
|
|
2023
Q3 | $234K | Buy |
2,659
+11
| +0.4% | +$967 | 0.2% | 48 |
|
|
2023
Q2 | $243K | Buy |
2,648
+9
| +0.3% | +$825 | 0.2% | 51 |
|
|
2023
Q1 | $245K | Buy |
+2,639
| New | +$245K | 0.22% | 52 |
|