Mark Sheptoff Financial Planning’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
$34.4K Buy
374
+105
+39% +$9.67K 0.02% 215
2025
Q1
$24.9K Buy
269
+2
+0.7% +$185 0.01% 226
2024
Q4
$24.1K Buy
267
+3
+1% +$271 0.01% 243
2024
Q3
$25K Sell
264
-176
-40% -$16.6K 0.01% 229
2024
Q2
$40.1K Buy
440
+110
+33% +$10K 0.02% 194
2024
Q1
$30.3K Buy
+330
New +$30.3K 0.02% 207
2015
Q3
Sell
-200
Closed -$21K 403
2015
Q2
$21K Hold
200
0.02% 218
2015
Q1
$22K Hold
200
0.02% 209
2014
Q4
$21K Hold
200
0.02% 211
2014
Q3
$22K Hold
200
0.02% 216
2014
Q2
$22K Hold
200
0.02% 219
2014
Q1
$21K Buy
+200
New +$21K 0.02% 229