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

FinTrust Capital Advisors’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 		$13.6M Buy
143,893
+7,894
+6% +$737K 2.3% 6
2024
Q2 		$12.4M Buy
135,999
+20,535
+18% +$1.86M 2.25% 7
2024
Q1 		$10.6M Buy
115,464
+15,702
+16% +$1.44M 2.05% 10
2023
Q4 		$9.22M Buy
99,762
+26,375
+36% +$2.34M 1.84% 11
2023
Q3 		$6.45M Buy
+73,387
New +$6.61M 1.43% 13

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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
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

FinTrust Capital Advisors's BOND Position: Q3 2024 in Review

FinTrust Capital Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.8% in Q3 2024, buying an estimated $737K and bringing the position to 143,893 shares worth $13.6M. The position accounts for 2.3% of the portfolio, ranked #6.

FinTrust Capital Advisors first reported a position in BOND in Q3 2023 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold BOND as of Q3 2024.

  • FinTrust Capital Advisors held 143,893 shares of PIMCO Active Bond Exchange-Traded Fund worth $13.6M as of Q3 2024.
  • FinTrust Capital Advisors bought 7,894 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2024, an estimated $737K.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.3% of FinTrust Capital Advisors's portfolio in Q3 2024, its #6 holding.
  • FinTrust Capital Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2023 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.