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Beta Wealth Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Beta Wealth Group’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
Q1 		– Sell
-3,842
Closed -$355K – 103
2023
Q4 		$355K Buy
+3,842
New +$341K 0.19% 81

Other funds holding BOND

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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beta Wealth Group's BOND Position: Q1 2024 in Review

Beta Wealth Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2024, closing a stake of 3,842 shares — an estimated $355K sold.

Beta Wealth Group first reported a position in BOND in Q4 2023 and held it in 1 quarter. The position peaked at $355K in Q4 2023. 397 funds tracked by Wall St. Rank hold BOND as of Q1 2024.

  • Beta Wealth Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Beta Wealth Group sold 3,842 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2024, an estimated $355K.
  • Beta Wealth Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
  • Beta Wealth Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $355K in Q4 2023.
  • 397 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2024.

Based on Beta Wealth Group's 13F filing for Q1 2024, filed 15 May 2024.