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EdgeRock Capital’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

EdgeRock Capital’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
Q3 		– Sell
-1,143
Closed -$104K – 90
2024
Q2 		$104K Buy
+1,143
New +$103K 0.08% 71

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TA
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

EdgeRock Capital's BOND Position: Q3 2024 in Review

EdgeRock Capital sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2024, closing a stake of 1,143 shares — an estimated $104K sold.

EdgeRock Capital first reported a position in BOND in Q2 2024 and held it in 1 quarter. The position peaked at $104K in Q2 2024. 414 funds tracked by Wall St. Rank hold BOND as of Q3 2024.

  • EdgeRock Capital reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 1,143 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2024, an estimated $104K.
  • EdgeRock Capital first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2024 and held it in 1 quarter.
  • EdgeRock Capital's PIMCO Active Bond Exchange-Traded Fund position peaked at $104K in Q2 2024.
  • 414 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.