WWM
PBND

Western Wealth Management’s Invesco PureBeta US Aggregate Bond ETF PBND Stock Holding History

Western Wealth 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
2021
Q2 		$295K Sell
11,395
-2,650
-19% -$68.4K 0.03% 499
2021
Q1 		$360K Sell
14,045
-7,130
-34% -$186K 0.05% 367
2020
Q4 		$565K Buy
21,175
+11,216
+113% +$300K 0.08% 231
2020
Q3 		$267K Buy
+9,959
New +$269K 0.04% 358

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WP
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ARC
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Susquehanna International Group
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Osaic Holdings
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Bank of America
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UBS Group
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HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return