Guardian Wealth Advisors (North Carolina)’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 | $30.7K | Buy |
1,552
+1
| +0.1% | +$20 | ﹤0.01% | 430 |
|
|
2025
Q1 | $31.1K | Buy |
1,551
+3
| +0.2% | +$60 | ﹤0.01% | 410 |
|
|
2024
Q4 | $31K | Buy |
1,548
+305
| +25% | +$6.1K | ﹤0.01% | 390 |
|
|
2024
Q3 | $25.6K | Sell |
1,243
-47
| -4% | -$970 | ﹤0.01% | 342 |
|
|
2024
Q2 | $25.9K | Sell |
1,290
-489
| -27% | -$9.83K | ﹤0.01% | 330 |
|
|
2024
Q1 | $36.3K | Sell |
1,779
-376
| -17% | -$7.67K | ﹤0.01% | 339 |
|
|
2023
Q4 | $44.1K | Hold |
2,155
| – | – | 0.01% | 310 |
|
|
2023
Q3 | $42K | Sell |
2,155
-278
| -11% | -$5.42K | 0.01% | 305 |
|
|
2023
Q2 | $48.6K | Sell |
2,433
-715
| -23% | -$14.3K | 0.01% | 285 |
|
|
2023
Q1 | $63.3K | Sell |
3,148
-1,210
| -28% | -$24.3K | 0.01% | 253 |
|
|
2022
Q4 | $87.6K | Sell |
4,358
-251
| -5% | -$5.05K | 0.02% | 225 |
|
|
2022
Q3 | $90K | Sell |
4,609
-1,473
| -24% | -$28.8K | 0.02% | 213 |
|
|
2022
Q2 | $131K | Sell |
6,082
-58,699
| -91% | -$1.26M | 0.02% | 196 |
|
|
2022
Q1 | $1.58M | Sell |
64,781
-56,134
| -46% | -$1.36M | 0.68% | 30 |
|
|
2021
Q4 | $3.26M | Buy |
+120,915
| New | +$3.26M | 1.4% | 14 |
|