KLI
Kelman-Lazarov Inc’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
470,822
-44,663
| -9% | -$1.19M | 2.02% | 18 |
|
|
2025
Q1 | $13.6M | Sell |
515,485
-322,332
| -38% | -$8.49M | 2.47% | 16 |
|
|
2024
Q4 | $21.7M | Buy |
837,817
+30,009
| +4% | +$778K | 3.91% | 8 |
|
|
2024
Q3 | $21.5M | Buy |
807,808
+23,721
| +3% | +$632K | 3.7% | 9 |
|
|
2024
Q2 | $20.1M | Buy |
784,087
+129,074
| +20% | +$3.31M | 3.75% | 9 |
|
|
2024
Q1 | $16.9M | Buy |
655,013
+614,426
| +1,514% | +$15.8M | 3.3% | 8 |
|
|
2023
Q4 | $1.04M | Buy |
+40,587
| New | +$1.04M | 0.23% | 49 |
|