Syverson Strege & Co BOND Holdings History

Number of Shares
65,715.00
Current Holdings Value*
$6.08 Mil
% of Portfolio
1.95%
Total Estimate Gain
$-579,698.79
% of Total Estimate Gain
-6.50%

Syverson Strege & Co's PIMCO Active Bond ETF Holding Summary

As of 2025-03-31, Syverson Strege & Co held 65,715.00 shares of PIMCO Active Bond ETF(BOND), totaling $6.08 Mil. This investment constitutes 1.95% of their stock portfolio, and Syverson Strege & Co now holds 0.11% of the outstanding PIMCO Active Bond ETF(BOND) stock.

The initial trade took place in 2020Q4. And since then Syverson Strege & Co has made 11 purchases of BOND, at an average price of $102.16, for a total of 87,270.00 shares. In addition, there have been 6 sales at an average price of $106.81 for 21,555.00 shares. Based on historical transaction data and BOND's current price of $91.82, Syverson Strege & Co's estimated gain on his BOND holdings is $-579,698.79, reflecting a -6.50% gain to date.

Syverson Strege & Co BOND ($91.82) Holding Chart

Syverson Strege & Co BOND ($91.82) 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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