Benedict Financial Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Benedict Financial 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
2024 Q4	–	Sell	-11,168	Closed	-$1.06M	–	125
2024 Q3	$1.06M	Buy	11,168 +2,174	+24%	+$203K	0.25%	91
2024 Q2	$819K	Sell	8,994 -746	-8%	-$67.5K	0.21%	97
2024 Q1	$895K	Buy	+9,740	New	+$891K	0.23%	97
2021 Q4	–	Sell	-24,048	Closed	-$2.66M	–	124
2021 Q3	$2.66M	Buy	24,048 +20,968	+681%	+$2.34M	0.74%	54
2021 Q2	$342K	Hold	3,080	–	–	0.1%	110
2021 Q1	$337K	Buy	+3,080	New	+$343K	0.1%	109

Other funds holding BOND

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benedict Financial Advisors's BOND Position: Q4 2024 in Review

Benedict Financial Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2024, closing a stake of 11,168 shares — an estimated $1.06M sold.

Benedict Financial Advisors first reported a position in BOND in Q1 2021 and held it in 6 quarters. The position peaked at $2.66M in Q3 2021. 447 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

Benedict Financial Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Benedict Financial Advisors sold 11,168 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $1.06M.
Benedict Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and held it in 6 quarters.
Benedict Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.66M in Q3 2021.
447 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Benedict Financial Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.