Liberty Wealth Management LLC Pimco Active Bond Exchange Tra Transaction History

Liberty Wealth Management LLC

$546 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$108.95 - $110.71 $182,164 - $185,107	-1,672 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$110.45 - $112.09 $1,214 - $1,232	11 Added 0.66%	1,672 $185,000
Q2 2021 Aug 13, 2021	SELL	$109.57 - $110.96 $20 Million - $20.3 Million	-182,683 Reduced 99.1%	1,661 $184,000
Q2 2021 Aug 13, 2021	BUY	$109.57 - $110.96 $20.2 Million - $20.4 Million	183,924 Added 43791.43%	184,344 $1.66 Million
Q4 2020 Feb 09, 2021	BUY	$111.26 - $113.14 $333 - $339	3 Added 0.72%	420 $47,000
Q3 2020 Nov 05, 2020	BUY	$111.39 - $113.1 $33,528 - $34,043	301 Added 259.48%	417 $47,000
Q2 2020 Aug 04, 2020	BUY	$106.13 - $111.67 $106 - $111	1 Added 0.87%	116 $13,000
Q1 2020 Apr 27, 2020	BUY	$100.87 - $113.18 $100 - $113	1 Added 0.88%	115 $12,000
Q4 2019 Feb 05, 2020	BUY	$107.53 - $109.14 $12,258 - $12,441	114 New	114 $12,000

Others Institutions Holding BOND

# of Institutions

422

Shares Held

35.6M

Call Options Held

0

Put Options Held

0

About PIMCO ACTIVE BOND EXCHANGE TRA

Ticker BOND
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