Barnes Wealth Management Group, Inc BOND Holdings History
Number of Shares
32,974.00
Current Holdings Value*
$3.05 Mil
% of Portfolio
1.96%
Total Estimate Gain
$-28,905.47
% of Total Estimate Gain
-0.95%
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 $91.06, Barnes Wealth Management Group, Inc's estimated gain on his BOND holdings is $-28,905.47, reflecting a -0.95% gain to date.
Barnes Wealth Management Group, Inc BOND ($91.06) Holding Chart
Barnes Wealth Management Group, Inc BOND ($91.06) 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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