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

Element Wealth’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
-125
Closed -$11.3K – 167
2024
Q4 		$11.3K Hold
125
– – 0.01% 247
2024
Q3 		$11.8K Hold
125
– – 0.01% 243
2024
Q2 		$11.4K Hold
125
– – 0.01% 241
2024
Q1 		$11.5K Hold
125
– – 0.01% 229
2023
Q4 		$11.6K Hold
125
– – 0.01% 218
2023
Q3 		$11K Hold
125
– – 0.01% 208
2023
Q2 		$11.5K Buy
+125
New +$11.5K 0.01% 203

Other funds holding BOND

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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

Element Wealth's BOND Position: Q1 2025 in Review

Element Wealth sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2025, closing a stake of 125 shares — an estimated $11.3K sold.

Element Wealth first reported a position in BOND in Q2 2023 and held it in 7 quarters. The position peaked at $11.8K in Q3 2024. 454 funds tracked by Wall St. Rank hold BOND as of Q1 2025.

  • Element Wealth reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 125 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2025, an estimated $11.3K.
  • Element Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and held it in 7 quarters.
  • Element Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $11.8K in Q3 2024.
  • 454 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.