WIM
PBND

WealthPlan Investment Management’s Invesco PureBeta US Aggregate Bond ETF PBND Stock Holding History

WealthPlan Investment Management’s Portfolio PBND Stock Details PBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23,975
Closed -$529K – 595
2022
Q4 		$529K Sell
23,975
-46
-0.2% -$999 0.04% 246
2022
Q3 		$538K Buy
+24,021
New +$545K 0.04% 237
2022
Q1 		$735K Buy
+31,889
New +$787K 0.05% 202

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IWM
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Citadel Advisors
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Osaic Holdings
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WP
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CWM
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OMC
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Bank of America
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