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Coppell Advisory Solutions’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Coppell Advisory Solutions’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
-322
Closed -$30.6K – 1990
2024
Q3 		$30.6K Hold
322
– – ﹤0.01% 707
2024
Q2 		$29.3K Buy
+322
New +$29.1K ﹤0.01% 638

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Morgan Stanley
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EP
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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

Coppell Advisory Solutions's BOND Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2024, closing a stake of 322 shares — an estimated $30.6K sold.

Coppell Advisory Solutions first reported a position in BOND in Q2 2024 and held it in 2 quarters. The position peaked at $30.6K in Q3 2024. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 322 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $30.6K.
  • Coppell Advisory Solutions first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's PIMCO Active Bond Exchange-Traded Fund position peaked at $30.6K in Q3 2024.
  • 446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.