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Activest Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Activest Wealth Management’s Portfolio BOND Stock Details BOND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,048
Closed -$819K – 345
2022
Q4 		$819K Hold
9,048
– – 0.24% 37
2022
Q3 		$812K Buy
+9,048
New +$856K 0.26% 32

Other funds holding BOND

Morgan Stanley
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Carson Wealth (CWM LLC)
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Activest Wealth Management's BOND Position: Q1 2023 in Review

Activest Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2023, closing a stake of 9,048 shares — an estimated $819K sold.

Activest Wealth Management first reported a position in BOND in Q3 2022 and held it in 2 quarters. The position peaked at $819K in Q4 2022. 371 funds tracked by Wall St. Rank hold BOND as of Q1 2023.

  • Activest Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 9,048 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2023, an estimated $819K.
  • Activest Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $819K in Q4 2022.
  • 371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.