Mark Sheptoff Financial Planning, LLC Pimco Active Bond Exchange Tra Transaction History

Mark Sheptoff Financial Planning, LLC

$182 Million
Q4 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 267 shares of BOND stock, worth $24,662. This represents 0.01% of its overall portfolio holdings.

Number of Shares

267

Previous 264 1.14%

Holding current value

$24,662

Previous $24,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$90.42 - $94.5 $271 - $283	3 Added 1.14%	267 $24,000
Q3 2024 Nov 14, 2024	SELL	$90.01 - $95.32 $15,841 - $16,776	-176 Reduced 40.0%	264 $24,000
Q2 2024 Aug 12, 2024	BUY	$89.04 - $91.74 $9,794 - $10,091	110 Added 33.33%	440 $40,000
Q1 2024 May 10, 2024	BUY	$90.6 - $92.67 $29,897 - $30,581	330 New	330 $30,000

Others Institutions Holding BOND

# of Institutions

482

Shares Held

46M

Call Options Held

Put Options Held

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About PIMCO ACTIVE BOND EXCHANGE TRA

Ticker BOND
Sector ETFs
Industry ETFs

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Mark Sheptoff Financial Planning, LLC Pimco Active Bond Exchange Tra Transaction History