Cardinal Point Wealth Management Partners, LLC Pimco Active Bond Exchange Tra Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 148,684 shares of BOND stock, worth $13.9 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares

148,684

Previous 146,449 1.53%

Holding current value

$13.9 Million

Previous $13.3 Million 4.08%

% of portfolio

4.21%

Previous 4.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$90.4 - $94.23 $202,044 - $210,604	2,235 Added 1.53%	148,684 $13.8 Million
Q4 2022 Feb 07, 2023	BUY	$87.0 - $92.92 $4.68 Million - $5 Million	53,793 Added 58.06%	146,449 $13.3 Million
Q3 2022 Nov 02, 2022	SELL	$89.53 - $97.51 $444,964 - $484,624	-4,970 Reduced 5.09%	92,656 $8.27 Million
Q2 2022 Jul 19, 2022	SELL	$93.11 - $101.59 $21.6 Million - $23.5 Million	-231,629 Reduced 70.35%	97,626 $9.3 Million
Q1 2022 May 02, 2022	SELL	$100.7 - $108.94 $2.52 Million - $2.72 Million	-24,976 Reduced 7.05%	329,255 $33.5 Million

Q4 2021 Feb 10, 2022	BUY	$108.95 - $110.71 $38.6 Million - $39.2 Million	354,231 New	354,231 $38.8 Million

Others Institutions Holding BOND

# of Institutions

524

Shares Held

52.6M

Call Options Held

15K

Put Options Held

View Full List

About PIMCO ACTIVE BOND EXCHANGE TRA

Ticker BOND
Sector ETFs
Industry ETFs

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Cardinal Point Wealth Management Partners, LLC Pimco Active Bond Exchange Tra Transaction History