SimpliFi, Inc. BOND Holdings History

Number of Shares
208,921.00
Current Holdings Value*
$19.26 Mil
% of Portfolio
8.49%
Total Estimate Gain
$9,601.32
% of Total Estimate Gain
0.05%

SimpliFi, Inc.'s PIMCO Active Bond ETF Holding Summary

As of 2025-06-30, SimpliFi, Inc. held 208,921.00 shares of PIMCO Active Bond ETF(BOND), totaling $19.26 Mil. This investment constitutes 8.49% of their stock portfolio, and SimpliFi, Inc. now holds 0.34% of the outstanding PIMCO Active Bond ETF(BOND) stock.

The initial trade took place in 2025Q1. And since then SimpliFi, Inc. has made 2 purchases of BOND, at an average price of $91.31, for a total of 208,921.00 shares. Based on historical transaction data and BOND's current price of $91.36, SimpliFi, Inc.'s estimated gain on his BOND holdings is $9,601.32, reflecting a 0.05% gain to date.

SimpliFi, Inc. BOND ($91.36) Holding Chart

SimpliFi, Inc. BOND ($91.36) 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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