OWA
ORBA Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
58,780
-72,299
| -55% | -$1.92M | 1.42% | 25 |
|
|
2025
Q1 | $3.45M | Buy |
131,079
+16,213
| +14% | +$427K | 1.74% | 19 |
|
|
2024
Q4 | $2.98M | Buy |
114,866
+697
| +0.6% | +$18.1K | 1.56% | 23 |
|
|
2024
Q3 | $3.04M | Buy |
+114,169
| New | +$3.04M | 1.54% | 23 |
|