AIP
BOND icon

Ahrens Investment Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Ahrens Investment Partners’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 		$11.6K Buy
+125
New +$11.6K 0.01% 587
2022
Q3 		– Sell
-125
Closed -$12K – 257
2022
Q2 		$12K Hold
125
– – 0.01% 599
2022
Q1 		$13K Hold
125
– – ﹤0.01% 664
2021
Q4 		$14K Buy
+125
New +$13.7K 0.01% 657

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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

Ahrens Investment Partners's BOND Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2023: 125 shares worth $11.6K. The stake represents 0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in BOND as recently as Q2 2022.

Ahrens Investment Partners first reported a position in BOND in Q4 2021 and has held it in 4 quarters since. The position peaked at $14K in Q4 2021. 371 funds tracked by Wall St. Rank hold BOND as of Q1 2023.

  • Ahrens Investment Partners held 125 shares of PIMCO Active Bond Exchange-Traded Fund worth $11.6K as of Q1 2023.
  • PIMCO Active Bond Exchange-Traded Fund was a new Ahrens Investment Partners position in Q1 2023.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #587 holding.
  • Ahrens Investment Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $14K in Q4 2021.
  • 371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.