EverSource Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Sell |
10,582
-5,822
| -35% | -$537K | 0.04% | 286 |
|
|
2025
Q1 | $1.52M | Buy |
16,404
+15,374
| +1,493% | +$1.42M | 0.08% | 189 |
|
|
2024
Q4 | $93.2K | Buy |
1,030
+344
| +50% | +$31.1K | 0.01% | 928 |
|
|
2024
Q3 | $64.9K | Sell |
686
-1,535
| -69% | -$145K | ﹤0.01% | 957 |
|
|
2024
Q2 | $206K | Buy |
2,221
+1,379
| +164% | +$128K | 0.01% | 547 |
|
|
2024
Q1 | $75.1K | Buy |
842
+361
| +75% | +$32.2K | 0.01% | 821 |
|
|
2023
Q4 | $44.5K | Buy |
+481
| New | +$44.5K | ﹤0.01% | 945 |
|