MWM
Merriman Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-60,465
| Closed | -$5.72M | – | 213 |
|
|
2024
Q3 | $5.72M | Sell |
60,465
-4,485
| -7% | -$424K | 0.23% | 45 |
|
|
2024
Q2 | $5.92M | Buy |
64,950
+558
| +0.9% | +$50.8K | 0.26% | 43 |
|
|
2024
Q1 | $5.92M | Sell |
64,392
-434
| -0.7% | -$39.9K | 0.26% | 43 |
|
|
2023
Q4 | $6M | Buy |
+64,826
| New | +$6M | 0.29% | 41 |
|
|
2021
Q4 | – | Sell |
-73,860
| Closed | -$8.17M | – | 210 |
|
|
2021
Q3 | $8.17M | Sell |
73,860
-477
| -0.6% | -$52.7K | 0.68% | 24 |
|
|
2021
Q2 | $8.25M | Buy |
+74,337
| New | +$8.25M | 0.71% | 28 |
|
|
2021
Q1 | – | Sell |
-65,943
| Closed | -$7.46M | – | 185 |
|
|
2020
Q4 | $7.46M | Buy |
+65,943
| New | +$7.46M | 0.8% | 26 |
|