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

Avitas 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
2024
Q4 		$1.2M Buy
13,295
+809
+6% +$74.5K 0.17% 127
2024
Q3 		$1.18M Sell
12,486
-2,431
-16% -$227K 0.17% 131
2024
Q2 		$1.36M Buy
14,917
+738
+5% +$66.8K 0.2% 116
2024
Q1 		$1.3M Buy
14,179
+472
+3% +$43.2K 0.2% 124
2023
Q4 		$1.27M Buy
13,707
+655
+5% +$58.1K 0.21% 116
2023
Q3 		$1.15M Buy
13,052
+523
+4% +$47.1K 0.22% 117
2023
Q2 		$1.15M Buy
12,529
+378
+3% +$34.9K 0.21% 119
2023
Q1 		$1.13M Sell
12,151
-99
-0.8% -$9.15K 0.22% 118
2022
Q4 		$1.11M Sell
12,250
-109
-0.9% -$9.81K 0.23% 109
2022
Q3 		$1.11M Buy
12,359
+401
+3% +$38K 0.25% 105
2022
Q2 		$1.14M Buy
11,958
+132
+1% +$12.8K 0.25% 116
2022
Q1 		$1.2M Sell
11,826
-15
-0.1% -$1.58K 0.22% 112
2021
Q4 		$1.3M Buy
11,841
+244
+2% +$26.8K 0.22% 116
2021
Q3 		$1.28M Buy
11,597
+591
+5% +$65.9K 0.23% 120
2021
Q2 		$1.22M Buy
11,006
+79
+0.7% +$8.71K 0.22% 126
2021
Q1 		$1.2M Buy
10,927
+645
+6% +$71.8K 0.23% 126
2020
Q4 		$1.16M Buy
10,282
+304
+3% +$34.1K 0.24% 130
2020
Q3 		$1.12M Buy
9,978
+192
+2% +$21.6K 0.31% 109
2020
Q2 		$1.09M Buy
+9,786
New +$1.07M 0.36% 94

Other funds holding BOND

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Avitas Wealth Management's BOND Position: Q4 2024 in Review

Avitas Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 6.5% in Q4 2024, buying an estimated $74.5K and bringing the position to 13,295 shares worth $1.2M. The position accounts for 0.17% of the portfolio, ranked #127.

Avitas Wealth Management first reported a position in BOND in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.36M in Q2 2024. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

  • Avitas Wealth Management held 13,295 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.2M as of Q4 2024.
  • Avitas Wealth Management bought 809 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $74.5K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.17% of Avitas Wealth Management's portfolio in Q4 2024, its #127 holding.
  • Avitas Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2020 and has held it in 19 quarters since.
  • Avitas Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.36M in Q2 2024.
  • 446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.