Central Trust Company’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Central Trust Company’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
2025 Q1	–	Sell	-300	Closed	-$27.1K	–	1453
2024 Q4	$27.1K	Buy	+300	New	+$27.6K	﹤0.01%	911
2020 Q2	–	Sell	-65	Closed	-$7K	–	1052
2020 Q1	$7K	Hold	65	–	–	﹤0.01%	911
2019 Q4	$7K	Hold	65	–	–	﹤0.01%	994
2019 Q3	$7K	Hold	65	–	–	﹤0.01%	954
2019 Q2	$7K	Buy	+65	New	+$6.88K	﹤0.01%	1002
2013 Q4	–	Sell	-164	Closed	-$17K	–	1126
2013 Q3	$17K	Sell	164 -82	-33%	-$8.61K	﹤0.01%	864
2013 Q2	$26K	Buy	+246	New	+$26.8K	﹤0.01%	742

Other funds holding BOND

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

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

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

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

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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

Central Trust Company's BOND Position: Q1 2025 in Review

Central Trust Company sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2025, closing a stake of 300 shares — an estimated $27.1K sold.

Central Trust Company first reported a position in BOND in Q2 2013 and held it in 7 quarters. The position peaked at $27.1K in Q4 2024. 454 funds tracked by Wall St. Rank hold BOND as of Q1 2025.

Central Trust Company reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Central Trust Company sold 300 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2025, an estimated $27.1K.
Central Trust Company first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 7 quarters.
Central Trust Company's PIMCO Active Bond Exchange-Traded Fund position peaked at $27.1K in Q4 2024.
454 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2025.

Based on Central Trust Company's 13F filing for Q1 2025, filed 18 Apr 2025.