Kingswood 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 | $252K | Buy |
2,732
+315
| +13% | +$29K | 0.02% | 623 |
|
|
2025
Q1 | $223K | Sell |
2,417
-3,096
| -56% | -$286K | 0.02% | 644 |
|
|
2024
Q4 | $498K | Buy |
5,513
+450
| +9% | +$40.7K | 0.04% | 440 |
|
|
2024
Q3 | $480K | Buy |
5,063
+1,258
| +33% | +$119K | 0.03% | 458 |
|
|
2024
Q2 | $347K | Buy |
3,805
+747
| +24% | +$68K | 0.03% | 481 |
|
|
2024
Q1 | $281K | Hold |
3,058
| – | – | 0.03% | 500 |
|
|
2023
Q4 | $283K | Buy |
+3,058
| New | +$283K | 0.03% | 493 |
|
|
2023
Q3 | – | Sell |
-3,432
| Closed | -$314K | – | 431 |
|
|
2023
Q2 | $314K | Buy |
+3,432
| New | +$314K | 0.1% | 192 |
|