Perigon 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 | $342K | Buy |
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|
2025
Q2 | $221K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $239K | Hold |
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|
2021
Q3 | $242K | Hold |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $239K | Sell |
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|
2020
Q4 | $356K | Hold |
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|
2020
Q3 | $354K | Sell |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $349K | Sell |
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|
2019
Q4 | $456K | Hold |
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|
2019
Q3 | $456K | Sell |
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|
2019
Q2 | $506K | Hold |
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|
2019
Q1 | $496K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $145K | Hold |
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|
2017
Q4 | $148K | Hold |
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|
2017
Q3 | $149K | Hold |
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|
2017
Q2 | $148K | Sell |
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|
2017
Q1 | $194K | Hold |
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|
2016
Q4 | $192K | Sell |
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|
2016
Q3 | $219K | Buy |
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|
2016
Q2 | $91K | Sell |
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|
2016
Q1 | $125K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $260K | Buy |
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|
2014
Q4 | $251K | Buy |
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|
2014
Q3 | $203K | Buy |
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