MWM
BOND icon

Marietta Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Marietta Wealth Management’s Portfolio BOND Stock Details BOND Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
2018
Q1 		$635K Sell
2017
Q4 		$838K Sell
2017
Q3 		$893K Sell
2017
Q2 		$900K Sell
2017
Q1 		$905K Sell
2016
Q4 		$947K Buy