SWA
Strata 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 | $5.31M | Buy |
200,158
+5,252
| +3% | +$139K | 1.46% | 12 |
|
|
2025
Q1 | $5.14M | Sell |
194,906
-31,862
| -14% | -$840K | 1.6% | 11 |
|
|
2024
Q4 | $5.88M | Buy |
226,768
+6,541
| +3% | +$170K | 1.84% | 8 |
|
|
2024
Q3 | $5.87M | Buy |
220,227
+3,363
| +2% | +$89.6K | 1.89% | 8 |
|
|
2024
Q2 | $5.56M | Buy |
216,864
+15,182
| +8% | +$389K | 1.92% | 8 |
|
|
2024
Q1 | $5.2M | Sell |
201,682
-5,029
| -2% | -$130K | 1.83% | 8 |
|
|
2023
Q4 | $5.31M | Buy |
206,711
+174,244
| +537% | +$4.47M | 2.09% | 8 |
|
|
2023
Q3 | $793K | Buy |
+32,467
| New | +$793K | 0.38% | 21 |
|