OFC Financial Planning’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$667K Sell
33,770
-1,060
-3% -$20.9K 0.71% 35
2025
Q1
$699K Sell
34,830
-213
-0.6% -$4.27K 0.79% 32
2024
Q4
$701K Buy
+35,043
New +$701K 0.74% 34