Cardinal Point Wealth Management LLC BOND Holdings History
Cardinal Point Wealth Management LLC's PIMCO Active Bond ETF Holding Summary
As of 2021-09-30, Cardinal Point Wealth Management LLC held 346,378.00 shares of PIMCO Active Bond ETF(BOND), totaling $38.29 Mil. This investment constitutes 18% of their stock portfolio, and Cardinal Point Wealth Management LLC now holds 0.9% of the outstanding PIMCO Active Bond ETF(BOND) stock.
The initial trade took place in 2020Q4. And since then Cardinal Point Wealth Management LLC has made 3 purchases of BOND, at an average price of $110.19, for a total of 346,378.00 shares. Based on historical transaction data and BOND's current price of $91.48, Cardinal Point Wealth Management LLC's estimated gain on his BOND holdings is $-6.48 Mil, reflecting a -16.98% gain to date.
Cardinal Point Wealth Management LLC BOND ($91.48) Holding Chart
Cardinal Point Wealth Management LLC BOND ($91.48) 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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