FIM
PTBD icon

Freedom Investment Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Freedom Investment Management’s Portfolio PTBD Stock Details PTBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,522
Closed -$267K – 542
2025
Q2 		$267K Sell
13,522
-1,038
-7% -$20.4K 0.02% 625
2025
Q1 		$292K Sell
14,560
-377
-3% -$7.61K 0.02% 602
2024
Q4 		$299K Sell
14,937
-1,909
-11% -$38.7K 0.02% 599
2024
Q3 		$348K Buy
16,846
+6,864
+69% +$141K 0.03% 554
2024
Q2 		$201K Buy
+9,982
New +$202K 0.02% 725

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Freedom Investment Management's PTBD Position: Q3 2025 in Review

Freedom Investment Management sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q3 2025, closing a stake of 13,522 shares — an estimated $267K sold.

Freedom Investment Management first reported a position in PTBD in Q2 2024 and held it in 5 quarters. The position peaked at $348K in Q3 2024. 51 funds tracked by Wall St. Rank hold PTBD as of Q3 2025.

  • Freedom Investment Management reported no remaining Pacer Trendpilot US Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 13,522 Pacer Trendpilot US Bond ETF shares in Q3 2025, an estimated $267K.
  • Freedom Investment Management first reported a position in Pacer Trendpilot US Bond ETF in Q2 2024 and held it in 5 quarters.
  • Freedom Investment Management's Pacer Trendpilot US Bond ETF position peaked at $348K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.