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Elwood & Goetz Wealth Advisory Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
-2,376
Closed -$225K – 102
2024
Q3 		$225K Sell
2,376
-1,375
-37% -$128K 0.06% 96
2024
Q2 		$342K Sell
3,751
-45,632
-92% -$4.13M 0.1% 55
2024
Q1 		$4.54M Sell
49,383
-56,624
-53% -$5.18M 1.1% 18
2023
Q4 		$9.8M Buy
106,007
+13,028
+14% +$1.15M 2.07% 13
2023
Q3 		$8.17M Buy
92,979
+60,733
+188% +$5.47M 1.9% 14
2023
Q2 		$2.95M Buy
32,246
+7,192
+29% +$663K 0.67% 22
2023
Q1 		$2.32M Sell
25,054
-17,403
-41% -$1.61M 0.55% 25
2022
Q4 		$3.84M Buy
42,457
+1,611
+4% +$145K 1.17% 21
2022
Q3 		$3.67M Sell
40,846
-16,632
-29% -$1.57M 1.24% 20
2022
Q2 		$5.47M Buy
+57,478
New +$5.58M 1.83% 17
2022
Q1 		– Sell
-243,859
Closed -$26.7M – 65
2021
Q4 		$26.7M Buy
243,859
+25,247
+12% +$2.77M 8.31% 4
2021
Q3 		$24.2M Sell
218,612
-917
-0.4% -$102K 8.34% 4
2021
Q2 		$24.4M Buy
219,529
+28,248
+15% +$3.12M 9.15% 5
2021
Q1 		$20.9M Buy
191,281
+16,653
+10% +$1.85M 8.69% 5
2020
Q4 		$19.8M Buy
174,628
+10,713
+7% +$1.2M 9.02% 5
2020
Q3 		$18.4M Buy
163,915
+15,038
+10% +$1.69M 9.93% 5
2020
Q2 		$16.6M Buy
148,877
+2,883
+2% +$316K 10.14% 5
2020
Q1 		$15.5M Sell
145,994
-7,440
-5% -$808K 11.57% 4
2019
Q4 		$16.5M Buy
153,434
+8,465
+6% +$916K 11.87% 4
2019
Q3 		$15.8M Buy
144,969
+11,984
+9% +$1.3M 12.49% 4
2019
Q2 		$14.3M Buy
132,985
+6,006
+5% +$636K 12.25% 3
2019
Q1 		$13.4M Buy
126,979
+9,669
+8% +$1M 12.32% 3
2018
Q4 		$12.1M Buy
+117,310
New +$11.9M 12.77% 2

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

Elwood & Goetz Wealth Advisory Group's BOND Position: Q4 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2024, closing a stake of 2,376 shares — an estimated $225K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in BOND in Q4 2018 and held it in 23 quarters. The position peaked at $26.7M in Q4 2021. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

  • Elwood & Goetz Wealth Advisory Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 2,376 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $225K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and held it in 23 quarters.
  • Elwood & Goetz Wealth Advisory Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $26.7M in Q4 2021.
  • 446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q4 2024, filed 4 Feb 2025.