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Financial Advocates Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Financial Advocates Investment Management’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
2023
Q4 		– Sell
-3,214
Closed -$282K – 735
2023
Q3 		$282K Sell
3,214
-429
-12% -$38.6K 0.02% 543
2023
Q2 		$334K Sell
3,643
-155
-4% -$14.3K 0.02% 494
2023
Q1 		$352K Buy
3,798
+1,133
+43% +$105K 0.03% 505
2022
Q4 		$241K Buy
+2,665
New +$240K 0.02% 618
2022
Q3 		– Sell
-2,115
Closed -$202K – 755
2022
Q2 		$202K Buy
2,115
+5
+0.2% +$486 0.02% 622
2022
Q1 		$215K Sell
2,110
-13
-0.6% -$1.37K 0.01% 668
2021
Q4 		$232K Buy
2,123
+162
+8% +$17.8K 0.01% 687
2021
Q3 		$217K Sell
1,961
-16
-0.8% -$1.78K 0.01% 682
2021
Q2 		$220K Sell
1,977
-1,341
-40% -$148K 0.01% 683
2021
Q1 		$363K Sell
3,318
-2,141
-39% -$238K 0.03% 554
2020
Q4 		$594K Buy
5,459
+2,657
+95% +$298K 0.04% 411
2020
Q3 		$315K Buy
2,802
+22
+0.8% +$2.47K 0.03% 467
2020
Q2 		$309K Buy
2,780
+128
+5% +$14K 0.03% 462
2020
Q1 		$282K Sell
2,652
-96
-3% -$10.4K 0.04% 368
2019
Q4 		$296K Sell
2,748
-1,118
-29% -$121K 0.03% 395
2019
Q3 		$306K Buy
3,866
+1,488
+63% +$161K 0.03% 376
2019
Q2 		$255K Buy
2,378
+346
+17% +$36.6K 0.03% 396
2019
Q1 		$214K Buy
+2,032
New +$211K 0.03% 424
2018
Q3 		– Sell
-2,625
Closed -$270K – 503
2018
Q2 		$270K Sell
2,625
-57
-2% -$5.86K 0.03% 396
2018
Q1 		$279K Buy
2,682
+102
+4% +$10.7K 0.04% 381
2017
Q4 		$273K Buy
+2,580
New +$274K 0.04% 381

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's BOND Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2023, closing a stake of 3,214 shares — an estimated $282K sold.

Financial Advocates Investment Management first reported a position in BOND in Q4 2017 and held it in 21 quarters. The position peaked at $594K in Q4 2020. 398 funds tracked by Wall St. Rank hold BOND as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,214 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2023, an estimated $282K.
  • Financial Advocates Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 21 quarters.
  • Financial Advocates Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $594K in Q4 2020.
  • 398 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.