Kingswood Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Kingswood Wealth Advisors’s Portfolio BOND Stock Details BOND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$325K	Buy
2025 Q2	$252K	Buy
2025 Q1	$223K	Sell
2024 Q4	$498K	Buy
2024 Q3	$480K	Buy
2024 Q2	$347K	Buy
2024 Q1	$281K	Hold
2023 Q4	$283K	Buy
2023 Q3	–	Sell
2023 Q2	$314K	Buy