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O'Brien Wealth Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

O'Brien Wealth Partners’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
2018
Q4 		– Sell
-806
Closed -$83K – 65
2018
Q3 		$83K Sell
806
-593
-42% -$61K 0.05% 55
2018
Q2 		$144K Sell
1,399
-238
-15% -$24.5K 0.11% 26
2018
Q1 		$171K Buy
+1,637
New +$171K 0.12% 32
2017
Q4 		– Sell
-1,874
Closed -$200K – 33
2017
Q3 		$200K Sell
1,874
-572
-23% -$61K 0.1% 32
2017
Q2 		$259K Buy
+2,446
New +$259K 0.14% 30

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KFA
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RMC
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