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Aspire Private Capital’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Aspire Private Capital’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
2024
Q2 		– Sell
-133
Closed -$12.2K – 699
2024
Q1 		$12.2K Sell
133
-4
-3% -$366 ﹤0.01% 377
2023
Q4 		$12.7K Sell
137
-203
-60% -$18K ﹤0.01% 358
2023
Q3 		$29.9K Sell
340
-1,518
-82% -$137K 0.01% 265
2023
Q2 		$170K Buy
1,858
+6
+0.3% +$553 0.05% 135
2023
Q1 		$172K Hold
1,852
– – 0.06% 136
2022
Q4 		$168K Buy
1,852
+110
+6% +$9.9K 0.06% 135
2022
Q3 		$156K Buy
1,742
+114
+7% +$10.8K 0.06% 131
2022
Q2 		$155K Hold
1,628
– – 0.06% 135
2022
Q1 		$166K Sell
1,628
-25
-2% -$2.63K 0.05% 142
2021
Q4 		$181K Buy
1,653
+50
+3% +$5.49K 0.06% 143
2021
Q3 		$177K Buy
+1,603
New +$179K 0.06% 143

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspire Private Capital's BOND Position: Q2 2024 in Review

Aspire Private Capital sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2024, closing a stake of 133 shares — an estimated $12.2K sold.

Aspire Private Capital first reported a position in BOND in Q3 2021 and held it in 11 quarters. The position peaked at $181K in Q4 2021. 393 funds tracked by Wall St. Rank hold BOND as of Q2 2024.

  • Aspire Private Capital reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Aspire Private Capital sold 133 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2024, an estimated $12.2K.
  • Aspire Private Capital first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2021 and held it in 11 quarters.
  • Aspire Private Capital's PIMCO Active Bond Exchange-Traded Fund position peaked at $181K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2024.

Based on Aspire Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.