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Clear Point Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Clear Point 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
-177
Closed -$16.7K – 159
2024
Q3 		$16.7K Buy
177
+3
+2% +$280 0.01% 294
2024
Q2 		$15.9K Buy
174
+2
+1% +$181 0.01% 290
2024
Q1 		$15.8K Buy
172
+2
+1% +$183 0.01% 292
2023
Q4 		$15.7K Buy
+170
New +$15.1K 0.01% 284

Other funds holding BOND

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Point Advisors's BOND Position: Q4 2024 in Review

Clear Point Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2024, closing a stake of 177 shares — an estimated $16.7K sold.

Clear Point Advisors first reported a position in BOND in Q4 2023 and held it in 4 quarters. The position peaked at $16.7K in Q3 2024. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

  • Clear Point Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 177 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $16.7K.
  • Clear Point Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $16.7K in Q3 2024.
  • 446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.