Lodestone Wealth Management LLC PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND Transaction History

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025
Number of Shares
48,647
Previous 13,113 270.98%
Holding current value
$1.3 Billion
Previous $352 Million 268.77%
% of portfolio
0.53%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
N/A
35,534 Added 270.98%
48,647 $1.3 Billion
Q3 2025

Oct 24, 2025
SELL
N/A
-64 Reduced 0.49%
13,113 $352 Million
Q1 2025

Apr 28, 2025
BUY
N/A
1,077 Added 8.9%
13,177 $347 Million
Q4 2024

Jan 30, 2025
BUY
N/A
2,067 Added 20.6%
12,100 $314 Million
Q3 2024

Oct 29, 2024
BUY
N/A
10,033 New
10,033 $267 Million
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