CarsonAllaria Wealth Management, Ltd. BOND Holdings History
CarsonAllaria Wealth Management, Ltd.'s PIMCO Active Bond ETF Holding Summary
As of 2025-03-31, CarsonAllaria Wealth Management, Ltd. held 58,604.00 shares of PIMCO Active Bond ETF(BOND), totaling $5.42 Mil. This investment constitutes 3.14% of their stock portfolio, and CarsonAllaria Wealth Management, Ltd. now holds 0.1% of the outstanding PIMCO Active Bond ETF(BOND) stock.
The initial trade took place in 2021Q4. And since then CarsonAllaria Wealth Management, Ltd. has made 9 purchases of BOND, at an average price of $99.19, for a total of 70,282.00 shares. In addition, there have been 4 sales at an average price of $90.80 for 11,678.00 shares. Based on historical transaction data and BOND's current price of $91.71, CarsonAllaria Wealth Management, Ltd.'s estimated gain on his BOND holdings is $-536,409.30, reflecting a -7.69% gain to date.
CarsonAllaria Wealth Management, Ltd. BOND ($91.71) Holding Chart
CarsonAllaria Wealth Management, Ltd. BOND ($91.71) 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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