Lodestone Wealth Management LLC PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND Transaction History

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025
Number of Shares
4,083
Previous 5,193 21.37%
Holding current value
$413 Million
Previous $526 Million 21.38%
% of portfolio
0.19%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
N/A
-1,110 Reduced 21.37%
4,083 $413 Million
Q1 2025

Apr 28, 2025
BUY
N/A
91 Added 1.78%
5,193 $526 Million
Q4 2024

Jan 30, 2025
SELL
N/A
-434 Reduced 7.84%
5,102 $514 Million
Q3 2024

Oct 29, 2024
BUY
N/A
5,536 New
5,536 $560 Million
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