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Alera Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Alera Investment Advisors’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
Q3 		– Sell
-4,475
Closed -$410K – 162
2023
Q2 		$410K Buy
4,475
+273
+6% +$25.2K 0.09% 123
2023
Q1 		$390K Buy
4,202
+237
+6% +$21.9K 0.09% 128
2022
Q4 		$359K Buy
3,965
+162
+4% +$14.6K 0.08% 130
2022
Q3 		$341K Buy
3,803
+21
+0.6% +$1.99K 0.1% 132
2022
Q2 		$360K Buy
3,782
+1,065
+39% +$103K 0.1% 132
2022
Q1 		$277K Sell
2,717
-1,022
-27% -$108K 0.06% 153
2021
Q4 		$409K Sell
3,739
-1,816
-33% -$199K 0.11% 59
2021
Q3 		$614K Buy
5,555
+716
+15% +$79.8K 0.18% 45
2021
Q2 		$537K Buy
4,839
+604
+14% +$66.6K 0.16% 48
2021
Q1 		$464K Buy
4,235
+492
+13% +$54.8K 0.15% 51
2020
Q4 		$423K Buy
3,743
+161
+4% +$18.1K 0.15% 49
2020
Q3 		$403K Buy
3,582
+1,379
+63% +$155K 0.16% 47
2020
Q2 		$246K Buy
2,203
+406
+23% +$44.5K 0.13% 65
2020
Q1 		$207K Buy
+1,797
New +$195K 0.13% 61
2019
Q2 		– Sell
-911
Closed -$96K – 202
2019
Q1 		$96K Buy
911
+197
+28% +$20.5K 0.05% 111
2018
Q4 		$73K Buy
+714
New +$72.5K 0.04% 139

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alera Investment Advisors's BOND Position: Q3 2023 in Review

Alera Investment Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2023, closing a stake of 4,475 shares — an estimated $410K sold.

Alera Investment Advisors first reported a position in BOND in Q4 2018 and held it in 16 quarters. The position peaked at $614K in Q3 2021. 363 funds tracked by Wall St. Rank hold BOND as of Q3 2023.

  • Alera Investment Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
  • Alera Investment Advisors sold 4,475 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2023, an estimated $410K.
  • Alera Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and held it in 16 quarters.
  • Alera Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $614K in Q3 2021.
  • 363 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2023.

Based on Alera Investment Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.