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Cardiff Park Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Cardiff Park 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
Q1 		– Sell
-9
Closed -$832 – 352
2023
Q4 		$832 Hold
9
– – ﹤0.01% 332
2023
Q3 		$791 Hold
9
– – ﹤0.01% 307
2023
Q2 		$825 Hold
9
– – ﹤0.01% 320
2023
Q1 		$835 Hold
9
– – ﹤0.01% 315
2022
Q4 		$814 Hold
9
– – ﹤0.01% 310
2022
Q3 		$1K Hold
9
– – ﹤0.01% 316
2022
Q2 		$1K Hold
9
– – ﹤0.01% 317
2022
Q1 		$1K Hold
9
– – ﹤0.01% 316
2021
Q4 		$1K Buy
+9
New +$988 ﹤0.01% 308

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

Cardiff Park Advisors's BOND Position: Q1 2024 in Review

Cardiff Park Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2024, closing a stake of 9 shares — an estimated $832 sold.

Cardiff Park Advisors first reported a position in BOND in Q4 2021 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 397 funds tracked by Wall St. Rank hold BOND as of Q1 2024.

  • Cardiff Park Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Cardiff Park Advisors sold 9 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2024, an estimated $832.
  • Cardiff Park Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and held it in 9 quarters.
  • Cardiff Park Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1K in Q3 2022.
  • 397 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2024.

Based on Cardiff Park Advisors's 13F filing for Q1 2024, filed 14 May 2024.