GJIA
BOND icon

Glass Jacobson Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Glass Jacobson Investment 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
Q4 		– Sell
-225
Closed -$21.3K – 844
2024
Q3 		$21.3K Hold
225
– – 0.01% 484
2024
Q2 		$20.5K Hold
225
– – 0.01% 479
2024
Q1 		$20.7K Hold
225
– – 0.01% 476
2023
Q4 		$20.8K Hold
225
– – 0.01% 438
2023
Q3 		$19.8K Hold
225
– – 0.01% 425
2023
Q2 		$20.6K Buy
+225
New +$20.7K 0.01% 425
2022
Q4 		$20.4K Buy
+225
New +$20.2K 0.01% 427

Other funds holding BOND

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Glass Jacobson Investment Advisors's BOND Position: Q4 2024 in Review

Glass Jacobson Investment Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2024, closing a stake of 225 shares — an estimated $21.3K sold.

Glass Jacobson Investment Advisors first reported a position in BOND in Q4 2022 and held it in 7 quarters. The position peaked at $21.3K in Q3 2024. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

  • Glass Jacobson Investment Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 225 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $21.3K.
  • Glass Jacobson Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and held it in 7 quarters.
  • Glass Jacobson Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $21.3K in Q3 2024.
  • 446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.