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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