WWA
WCG 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 | $2.73M | Buy |
+29,579
| New | +$2.73M | 0.18% | 124 |
|
|
2024
Q2 | – | Sell |
-231,999
| Closed | -$21.3M | – | 280 |
|
|
2024
Q1 | $21.3M | Sell |
231,999
-13,485
| -5% | -$1.24M | 1.78% | 13 |
|
|
2023
Q4 | $22.7M | Sell |
245,484
-27,006
| -10% | -$2.5M | 1.67% | 11 |
|
|
2023
Q3 | $24.2M | Buy |
272,490
+10,877
| +4% | +$966K | 1.77% | 10 |
|
|
2023
Q2 | $24M | Buy |
261,613
+62,362
| +31% | +$5.71M | 2.8% | 8 |
|
|
2023
Q1 | $18.5M | Sell |
199,251
-148
| -0.1% | -$13.7K | 2.37% | 9 |
|
|
2022
Q4 | $18M | Buy |
199,399
+21,021
| +12% | +$1.9M | 2.48% | 8 |
|
|
2022
Q3 | $17.5M | Sell |
178,378
-9,466
| -5% | -$929K | 2.32% | 8 |
|
|
2022
Q2 | $17.9M | Buy |
+187,844
| New | +$17.9M | 2.48% | 8 |
|