Number of Shares
4.49 Mil
Current Holdings Value*
$118.29 Mil
% of Portfolio
5.55%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
1.61%

Retirement Planning Group, LLC's PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Retirement Planning Group, LLC held 4.49 Mil shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $118.29 Mil. This investment constitutes 5.55% of their stock portfolio, and Retirement Planning Group, LLC now holds 2.89% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.

The initial trade took place in 2024Q2. And since then Retirement Planning Group, LLC has made 4 purchases of PYLD, at an average price of $25.89, for a total of 4.49 Mil shares. Based on historical transaction data and PYLD's current price of $26.31, Retirement Planning Group, LLC's estimated gain on his PYLD holdings is $1.87 Mil, reflecting a 1.61% gain to date.

Retirement Planning Group, LLC PYLD ($26.31) Holding Chart

Retirement Planning Group, LLC PYLD ($26.31) 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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