Wallace Advisory Group
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Wallace Advisory Group’s PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Wallace Advisory Group’s Portfolio CMDT Stock Details CMDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,677
Closed -$339K – 172
2025
Q2 		$339K Buy
+12,677
New +$326K 0.25% 120

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Wallace Advisory Group's CMDT Position: Q3 2025 in Review

Wallace Advisory Group sold out of PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund (CMDT) in Q3 2025, closing a stake of 12,677 shares — an estimated $339K sold.

Wallace Advisory Group first reported a position in CMDT in Q2 2025 and held it in 1 quarter. The position peaked at $339K in Q2 2025. 50 funds tracked by Wall St. Rank hold CMDT as of Q3 2025.

  • Wallace Advisory Group reported no remaining PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 12,677 PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund shares in Q3 2025, an estimated $339K.
  • Wallace Advisory Group first reported a position in PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund in Q2 2025 and held it in 1 quarter.
  • Wallace Advisory Group's PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund position peaked at $339K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held PIMCO Commodity and Bond Strategy Active Exchange-Traded Fund as of Q3 2025.

Based on Wallace Advisory Group's 13F filing for Q3 2025, filed 16 Oct 2025.