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

Baystate 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
2023 Q4	$8.94K	Buy	+96	New	+$8.51K	﹤0.01%	752

Other funds holding BOND

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Baystate Wealth Management's BOND Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2023: 96 shares worth $8.94K. The stake represents ﹤0.01% of the portfolio and ranks #752 among its holdings.

398 funds tracked by Wall St. Rank hold BOND as of Q4 2023.

Baystate Wealth Management held 96 shares of PIMCO Active Bond Exchange-Traded Fund worth $8.94K as of Q4 2023.
PIMCO Active Bond Exchange-Traded Fund was a new Baystate Wealth Management position in Q4 2023.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #752 holding.
398 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.