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Obsidian Personal Planning Solutions’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Obsidian Personal Planning Solutions’s Portfolio PTBD Stock Details PTBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,530
Closed -$212K – 72
2023
Q1 		$212K Buy
+10,530
New +$216K 0.31% 50

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Obsidian Personal Planning Solutions's PTBD Position: Q2 2023 in Review

Obsidian Personal Planning Solutions sold out of Pacer Trendpilot US Bond ETF (PTBD) in Q2 2023, closing a stake of 10,530 shares — an estimated $212K sold.

Obsidian Personal Planning Solutions first reported a position in PTBD in Q1 2023 and held it in 1 quarter. The position peaked at $212K in Q1 2023. 62 funds tracked by Wall St. Rank hold PTBD as of Q2 2023.

  • Obsidian Personal Planning Solutions reported no remaining Pacer Trendpilot US Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Obsidian Personal Planning Solutions sold 10,530 Pacer Trendpilot US Bond ETF shares in Q2 2023, an estimated $212K.
  • Obsidian Personal Planning Solutions first reported a position in Pacer Trendpilot US Bond ETF in Q1 2023 and held it in 1 quarter.
  • Obsidian Personal Planning Solutions's Pacer Trendpilot US Bond ETF position peaked at $212K in Q1 2023.
  • 62 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2023.

Based on Obsidian Personal Planning Solutions's 13F filing for Q2 2023, filed 27 Nov 2023.