Summit Wealth Group’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
2023 Q2	–	Sell	-12,058	Closed	–	–	98
2023 Q1	$0	Buy	+12,058	New	–	﹤0.01%	165
2021 Q3	–	Sell	-130	Closed	-$14K	–	65
2021 Q2	$14K	Buy	+130	New	+$14K	0.02%	91