Number of Shares
222,363.00
Current Holdings Value*
$20.34 Mil
% of Portfolio
8.97%
Total Estimate Gain
$142,442.83
% of Total Estimate Gain
0.70%

O'Connor Financial Group LLC's PIMCO Active Bond ETF Holding Summary

As of 2025-06-30, O'Connor Financial Group LLC held 222,363.00 shares of PIMCO Active Bond ETF(BOND), totaling $20.34 Mil. This investment constitutes 8.97% of their stock portfolio, and O'Connor Financial Group LLC now holds 0.36% of the outstanding PIMCO Active Bond ETF(BOND) stock.

The initial trade took place in 2025Q1. And since then O'Connor Financial Group LLC has made 2 purchases of BOND, at an average price of $91.01, for a total of 222,363.00 shares. Based on historical transaction data and BOND's current price of $91.65, O'Connor Financial Group LLC's estimated gain on his BOND holdings is $142,442.83, reflecting a 0.70% gain to date.

O'Connor Financial Group LLC BOND ($91.65) Holding Chart

O'Connor Financial Group LLC BOND ($91.65) 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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