Physician Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
4,017
| – | – | 0.06% | 124 |
|
|
2025
Q1 | $371K | Sell |
4,017
-1,662
| -29% | -$154K | 0.06% | 118 |
|
|
2024
Q4 | $513K | Hold |
5,679
| – | – | 0.09% | 96 |
|
|
2024
Q3 | $530K | Hold |
5,679
| – | – | 0.1% | 89 |
|
|
2024
Q2 | $524K | Sell |
5,679
-2,912
| -34% | -$269K | 0.1% | 90 |
|
|
2024
Q1 | $765K | Buy |
8,591
+551
| +7% | +$49.1K | 0.16% | 73 |
|
|
2023
Q4 | $737K | Buy |
8,040
+62
| +0.8% | +$5.68K | 0.16% | 72 |
|
|
2023
Q3 | $696K | Buy |
7,978
+480
| +6% | +$41.8K | 0.18% | 68 |
|
|
2023
Q2 | $683K | Buy |
7,498
+71
| +1% | +$6.47K | 0.17% | 68 |
|
|
2023
Q1 | $686K | Hold |
7,427
| – | – | 0.18% | 65 |
|
|
2022
Q4 | $695K | Hold |
7,427
| – | – | 0.19% | 62 |
|
|
2022
Q3 | $668K | Buy |
7,427
+252
| +4% | +$22.7K | 0.21% | 62 |
|
|
2022
Q2 | $700K | Buy |
7,175
+158
| +2% | +$15.4K | 0.2% | 62 |
|
|
2022
Q1 | $687K | Hold |
7,017
| – | – | 0.18% | 66 |
|
|
2021
Q4 | $758K | Buy |
7,017
+151
| +2% | +$16.3K | 0.2% | 62 |
|
|
2021
Q3 | $756K | Buy |
6,866
+330
| +5% | +$36.3K | 0.21% | 61 |
|
|
2021
Q2 | $731K | Buy |
6,536
+416
| +7% | +$46.5K | 0.21% | 63 |
|
|
2021
Q1 | $671K | Sell |
6,120
-491
| -7% | -$53.8K | 0.22% | 65 |
|
|
2020
Q4 | $739K | Buy |
6,611
+528
| +9% | +$59K | 0.25% | 57 |
|
|
2020
Q3 | $677K | Buy |
6,083
+47
| +0.8% | +$5.23K | 0.27% | 50 |
|
|
2020
Q2 | $683K | Sell |
6,036
-179
| -3% | -$20.3K | 0.28% | 54 |
|
|
2020
Q1 | $677K | Sell |
6,215
-2,138
| -26% | -$233K | 0.34% | 47 |
|
|
2019
Q4 | $905K | Buy |
8,353
+286
| +4% | +$31K | 0.4% | 37 |
|
|
2019
Q3 | $876K | Buy |
+8,067
| New | +$876K | 0.43% | 37 |
|