Baldwin Wealth Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-433	Closed	-$41K	–	326
2024 Q3	$41K	Buy	+433	New	+$40.4K	﹤0.01%	587
2022 Q3	–	Sell	-300	Closed	-$29K	–	670
2022 Q2	$29K	Hold	300	–	–	﹤0.01%	427
2022 Q1	$31K	Hold	300	–	–	﹤0.01%	435
2021 Q4	$33K	Hold	300	–	–	﹤0.01%	398
2021 Q3	$33K	Hold	300	–	–	﹤0.01%	394
2021 Q2	$33K	Hold	300	–	–	﹤0.01%	405
2021 Q1	$33K	Hold	300	–	–	﹤0.01%	389
2020 Q4	$34K	Hold	300	–	–	﹤0.01%	355
2020 Q3	$34K	Hold	300	–	–	﹤0.01%	335
2020 Q2	$33K	Hold	300	–	–	﹤0.01%	340
2020 Q1	$32K	Hold	300	–	–	0.01%	325
2019 Q4	$32K	Hold	300	–	–	﹤0.01%	365
2019 Q3	$33K	Buy	+300	New	+$32.5K	0.01%	356

Other funds holding BOND

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baldwin Wealth Partners's BOND Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2024, closing a stake of 433 shares — an estimated $41K sold.

Baldwin Wealth Partners first reported a position in BOND in Q3 2019 and held it in 13 quarters. The position peaked at $41K in Q3 2024. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

Baldwin Wealth Partners reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 433 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $41K.
Baldwin Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2019 and held it in 13 quarters.
Baldwin Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $41K in Q3 2024.
446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.