HHM Wealth Advisors’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 | $195K | Buy |
+2,113
| New | +$195K | 0.02% | 204 |
|
2024
Q1 | – | Sell |
-430
| Closed | -$39.8K | – | 743 |
|
2023
Q4 | $39.8K | Hold |
430
| – | – | 0.01% | 320 |
|
2023
Q3 | $37.8K | Hold |
430
| – | – | 0.01% | 312 |
|
2023
Q2 | $39.4K | Hold |
430
| – | – | 0.01% | 317 |
|
2023
Q1 | $39.9K | Hold |
430
| – | – | 0.01% | 305 |
|
2022
Q4 | $38.9K | Hold |
430
| – | – | 0.01% | 273 |
|
2022
Q3 | $39K | Hold |
430
| – | – | 0.01% | 263 |
|
2022
Q2 | $41K | Hold |
430
| – | – | 0.01% | 304 |
|
2022
Q1 | $44K | Sell |
430
-40
| -9% | -$4.09K | 0.01% | 327 |
|
2021
Q4 | $51K | Hold |
470
| – | – | 0.01% | 303 |
|
2021
Q3 | $52K | Hold |
470
| – | – | 0.01% | 293 |
|
2021
Q2 | $52K | Hold |
470
| – | – | 0.01% | 292 |
|
2021
Q1 | $51K | Hold |
470
| – | – | 0.02% | 269 |
|
2020
Q4 | $53K | Hold |
470
| – | – | 0.02% | 251 |
|
2020
Q3 | $53K | Hold |
470
| – | – | 0.02% | 215 |
|
2020
Q2 | $52K | Hold |
470
| – | – | 0.02% | 218 |
|
2020
Q1 | $50K | Buy |
+470
| New | +$50K | 0.02% | 203 |
|