Milestone Asset Management, LLC PIMCO ETF TR Transaction History

Milestone Asset Management, LLC

  • $473 Billion
  • Q2 2025
Number of Shares
75,897
Previous 62,215 21.99%
Holding current value
$2.01 Billion
Previous $1.64 Billion 22.87%
% of portfolio
0.43%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
13,682 Added 21.99%
75,897 $2.01 Billion
Q1 2025

Apr 09, 2025
BUY
N/A
19,725 Added 46.42%
62,215 $1.64 Billion
Q4 2024

Jan 23, 2025
SELL
N/A
-794 Reduced 1.83%
42,490 $1.1 Billion
Q3 2024

Oct 25, 2024
BUY
N/A
10,529 Added 32.14%
43,284 $1.15 Billion
Q2 2024

Jul 19, 2024
BUY
N/A
32,755 New
32,755 $840 Million
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