WealthPlan Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $215K | Sell |
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|
2025
Q2 | $523K | Buy |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $328K | Buy |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $468K | Buy |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $957K | Buy |
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|
2022
Q1 | $12.9M | Buy |
|