SWA
Strata Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Hold |
12,050
| – | – | 0.31% | 37 |
|
|
2025
Q1 | $1.11M | Hold |
12,050
| – | – | 0.35% | 31 |
|
|
2024
Q4 | $1.09M | Hold |
12,050
| – | – | 0.34% | 35 |
|
|
2024
Q3 | $1.14M | Hold |
12,050
| – | – | 0.37% | 31 |
|
|
2024
Q2 | $1.1M | Hold |
12,050
| – | – | 0.38% | 28 |
|
|
2024
Q1 | $1.11M | Hold |
12,050
| – | – | 0.39% | 27 |
|
|
2023
Q4 | $1.11M | Buy |
+12,050
| New | +$1.11M | 0.44% | 28 |
|