Insight 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 | $2.41M | Buy |
26,128
+337
| +1% | +$31.1K | 0.93% | 18 |
|
|
2025
Q1 | $2.38M | Buy |
25,791
+242
| +0.9% | +$22.4K | 0.4% | 20 |
|
|
2024
Q4 | $2.31M | Buy |
25,549
+1,758
| +7% | +$159K | 0.32% | 21 |
|
|
2024
Q3 | $2.25M | Buy |
23,791
+1,391
| +6% | +$132K | 0.44% | 22 |
|
|
2024
Q2 | $2.04M | Sell |
22,400
-399
| -2% | -$36.3K | 0.35% | 18 |
|
|
2024
Q1 | $2.09M | Buy |
22,799
+4,080
| +22% | +$375K | 0.36% | 18 |
|
|
2023
Q4 | $1.73M | Sell |
18,719
-546
| -3% | -$50.5K | 0.3% | 16 |
|
|
2023
Q3 | $1.69M | Buy |
19,265
+515
| +3% | +$45.3K | 0.33% | 17 |
|
|
2023
Q2 | $1.72M | Sell |
18,750
-4,648
| -20% | -$426K | 0.4% | 19 |
|
|
2023
Q1 | $2.17M | Sell |
23,398
-959
| -4% | -$89K | 0.49% | 14 |
|
|
2022
Q4 | $2.2M | Buy |
24,357
+3,036
| +14% | +$275K | 1.65% | 15 |
|
|
2022
Q3 | $1.91M | Buy |
21,321
+2,546
| +14% | +$228K | 1.81% | 15 |
|
|
2022
Q2 | $1.79M | Buy |
18,775
+130
| +0.7% | +$12.4K | 1.34% | 15 |
|
|
2022
Q1 | $1.9M | Buy |
18,645
+2,475
| +15% | +$252K | 1.05% | 16 |
|
|
2021
Q4 | $1.77M | Buy |
16,170
+1,184
| +8% | +$130K | 0.33% | 17 |
|
|
2021
Q3 | $1.66M | Sell |
14,986
-666
| -4% | -$73.6K | 0.89% | 16 |
|
|
2021
Q2 | $1.74M | Buy |
15,652
+8
| +0.1% | +$888 | 0.92% | 19 |
|
|
2021
Q1 | $1.71M | Sell |
15,644
-11,760
| -43% | -$1.29M | 0.84% | 18 |
|
|
2020
Q4 | $3.1M | Buy |
27,404
+25,579
| +1,402% | +$2.89M | 1.9% | 11 |
|
|
2020
Q3 | $205K | Hold |
1,825
| – | – | 0.2% | 45 |
|
|
2020
Q2 | $204K | Buy |
+1,825
| New | +$204K | 0.21% | 35 |
|