Kingsview Wealth Management’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 | $1.47M | Sell |
15,981
-1,800
| -10% | -$166K | 0.02% | 486 |
|
2025
Q1 | $1.64M | Buy |
17,781
+5,017
| +39% | +$464K | 0.03% | 431 |
|
2024
Q4 | $1.15M | Buy |
12,764
+1,583
| +14% | +$143K | 0.02% | 511 |
|
2024
Q3 | $1.06M | Buy |
11,181
+2,516
| +29% | +$238K | 0.02% | 515 |
|
2024
Q2 | $789K | Sell |
8,665
-327
| -4% | -$29.8K | 0.02% | 571 |
|
2024
Q1 | $826K | Buy |
8,992
+989
| +12% | +$90.8K | 0.02% | 546 |
|
2023
Q4 | $740K | Sell |
8,003
-17,805
| -69% | -$1.65M | 0.02% | 550 |
|
2023
Q3 | $2.27M | Buy |
+25,808
| New | +$2.27M | 0.08% | 256 |
|
2022
Q1 | – | Sell |
-5,611
| Closed | -$614K | – | 861 |
|
2021
Q4 | $614K | Sell |
5,611
-935
| -14% | -$102K | 0.03% | 517 |
|
2021
Q3 | $724K | Sell |
6,546
-838
| -11% | -$92.7K | 0.03% | 460 |
|
2021
Q2 | $817K | Sell |
7,384
-37
| -0.5% | -$4.09K | 0.04% | 422 |
|
2021
Q1 | $813K | Buy |
7,421
+406
| +6% | +$44.5K | 0.05% | 388 |
|
2020
Q4 | $793K | Buy |
7,015
+184
| +3% | +$20.8K | 0.06% | 331 |
|
2020
Q3 | $768K | Sell |
6,831
-840
| -11% | -$94.4K | 0.07% | 273 |
|
2020
Q2 | $856K | Buy |
7,671
+4,806
| +168% | +$536K | 0.09% | 229 |
|
2020
Q1 | $304K | Buy |
+2,865
| New | +$304K | 0.04% | 357 |
|
2018
Q4 | – | Sell |
-2,040
| Closed | -$209K | – | 350 |
|
2018
Q3 | $209K | Buy |
+2,040
| New | +$209K | 0.04% | 332 |
|