MorganRosel Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.2M | Buy |
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|
2025
Q2 | $9.28M | Buy |
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|
2025
Q1 | $9.05M | Buy |
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|
2024
Q4 | $6.55M | Buy |
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|
2024
Q3 | $6.43M | Buy |
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|
2024
Q2 | $5.96M | Buy |
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|
2024
Q1 | $5.95M | Sell |
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|
2023
Q4 | $5.99M | Buy |
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|
2023
Q3 | $3.89M | Sell |
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|
2023
Q2 | $4.07M | Sell |
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|
2023
Q1 | $4.12M | Buy |
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|
2022
Q4 | $3.95M | Buy |
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|
2022
Q3 | $655K | Buy |
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|
2022
Q2 | $519K | Sell |
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|
2022
Q1 | $582K | Buy |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $543K | Buy |
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|
2021
Q2 | $487K | Buy |
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|
2021
Q1 | $301K | Buy |
|