Number of Shares
32,974.00
Current Holdings Value*
$3.05 Mil
% of Portfolio
1.96%
Total Estimate Gain
$-28,575.73
% of Total Estimate Gain
-0.94%

Barnes Wealth Management Group, Inc's PIMCO Active Bond ETF Holding Summary

As of 2025-03-31, Barnes Wealth Management Group, Inc held 32,974.00 shares of PIMCO Active Bond ETF(BOND), totaling $3.05 Mil. This investment constitutes 1.96% of their stock portfolio, and Barnes Wealth Management Group, Inc now holds 0.05% of the outstanding PIMCO Active Bond ETF(BOND) stock.

The initial trade took place in 2024Q4. And since then Barnes Wealth Management Group, Inc has made 1 purchases of BOND, at an average price of $91.94, for a total of 32,974.00 shares. Based on historical transaction data and BOND's current price of $91.07, Barnes Wealth Management Group, Inc's estimated gain on his BOND holdings is $-28,575.73, reflecting a -0.94% gain to date.

Barnes Wealth Management Group, Inc BOND ($91.07) Holding Chart

Barnes Wealth Management Group, Inc BOND ($91.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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