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Conscious Wealth Investments’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Conscious Wealth Investments’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
-2,234
Closed -$205K – 48
2023
Q4 		$205K Buy
+2,234
New +$198K 0.16% 50

Other funds holding BOND

Carson Wealth (CWM LLC)
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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

Conscious Wealth Investments's BOND Position: Q1 2024 in Review

Conscious Wealth Investments sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2024, closing a stake of 2,234 shares — an estimated $205K sold.

Conscious Wealth Investments first reported a position in BOND in Q4 2023 and held it in 1 quarter. The position peaked at $205K in Q4 2023. 397 funds tracked by Wall St. Rank hold BOND as of Q1 2024.

  • Conscious Wealth Investments reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Conscious Wealth Investments sold 2,234 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2024, an estimated $205K.
  • Conscious Wealth Investments first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
  • Conscious Wealth Investments's PIMCO Active Bond Exchange-Traded Fund position peaked at $205K in Q4 2023.
  • 397 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2024.

Based on Conscious Wealth Investments's 13F filing for Q1 2024, filed 24 Apr 2024.