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BDO Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

BDO Wealth 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
Q2 		$209K Sell
2,285
-35
-2% -$3.23K 0.02% 258
2023
Q1 		$215K Sell
2,320
-2,000
-46% -$185K 0.03% 245
2022
Q4 		$391K Buy
4,320
+3,327
+335% +$299K 0.05% 193
2022
Q3 		$89K Buy
993
+675
+212% +$63.9K 0.01% 337
2022
Q2 		$30K Hold
318
– – ﹤0.01% 492
2022
Q1 		$32K Hold
318
– – ﹤0.01% 508
2021
Q4 		$35K Hold
318
– – ﹤0.01% 511
2021
Q3 		$35K Hold
318
– – ﹤0.01% 498
2021
Q2 		$35K Hold
318
– – ﹤0.01% 515
2021
Q1 		$35K Sell
318
-365
-53% -$40.6K ﹤0.01% 505
2020
Q4 		$77K Hold
683
– – 0.01% 313
2020
Q3 		$77K Buy
683
+73
+12% +$8.21K 0.01% 293
2020
Q2 		$68K Hold
610
– – 0.01% 300
2020
Q1 		$65K Sell
610
-60
-9% -$6.52K 0.01% 313
2019
Q4 		$72K Sell
670
-245
-27% -$26.5K 0.02% 268
2019
Q3 		$100K Hold
915
– – 0.03% 256
2019
Q2 		$98K Sell
915
-400
-30% -$42.3K 0.03% 250
2019
Q1 		$139K Buy
1,315
+390
+42% +$40.5K 0.04% 197
2018
Q4 		$95K Sell
925
-646
-41% -$65.6K 0.03% 209
2018
Q3 		$161K Sell
1,571
-646
-29% -$66.5K 0.05% 175
2018
Q2 		$228K Buy
2,217
+400
+22% +$41.2K 0.08% 143
2018
Q1 		$189K Buy
1,817
+35
+2% +$3.65K 0.07% 133
2017
Q4 		$189K Buy
1,782
+1,538
+630% +$163K 0.08% 114
2017
Q3 		$26K Sell
244
-35
-13% -$3.73K 0.01% 241
2017
Q2 		$30K Buy
+279
New +$29.6K 0.01% 270

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

BDO Wealth Advisors's BOND Position: Q2 2023 in Review

BDO Wealth Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.5% in Q2 2023, selling an estimated $3.23K and leaving 2,285 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #258.

BDO Wealth Advisors first reported a position in BOND in Q2 2017 and has held it in 25 quarters since. The position peaked at $391K in Q4 2022. 371 funds tracked by Wall St. Rank hold BOND as of Q2 2023.

  • BDO Wealth Advisors held 2,285 shares of PIMCO Active Bond Exchange-Traded Fund worth $209K as of Q2 2023.
  • BDO Wealth Advisors sold 35 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2023, an estimated $3.23K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #258 holding.
  • BDO Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $391K in Q4 2022.
  • 371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.