GI
BOND icon

Gradient Investments’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Gradient Investments’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 		– Sell
-66
Closed -$5.98K – 418
2024
Q2 		$5.98K Buy
66
+1
+2% +$90 ﹤0.01% 830
2024
Q1 		$5.95K Buy
65
+1
+2% +$91 ﹤0.01% 699
2023
Q4 		$5.92K Buy
64
+1
+2% +$89 ﹤0.01% 954
2023
Q3 		$5.57K Hold
63
– – ﹤0.01% 936
2023
Q2 		$5.75K Buy
63
+1
+2% +$92 ﹤0.01% 930
2023
Q1 		$5.76K Hold
62
– – ﹤0.01% 921
2022
Q4 		$5.57K Buy
62
+1
+2% +$90 ﹤0.01% 910
2022
Q3 		$5K Buy
61
+1
+2% +$95 ﹤0.01% 951
2022
Q2 		$6K Sell
60
-451
-88% -$43.8K ﹤0.01% 861
2022
Q1 		$52K Buy
511
+451
+752% +$47.5K ﹤0.01% 469
2021
Q4 		$7K Buy
60
+1
+2% +$110 ﹤0.01% 863
2021
Q3 		$7K Sell
59
-282
-83% -$31.4K ﹤0.01% 825
2021
Q2 		$38K Buy
341
+2
+0.6% +$221 ﹤0.01% 509
2021
Q1 		$37K Buy
339
+4
+1% +$445 ﹤0.01% 501
2020
Q4 		$38K Hold
335
– – ﹤0.01% 445
2020
Q3 		$38K Buy
335
+2
+0.6% +$225 ﹤0.01% 449
2020
Q2 		$37K Buy
333
+3
+0.9% +$329 ﹤0.01% 430
2020
Q1 		$35K Buy
330
+2
+0.6% +$217 ﹤0.01% 411
2019
Q4 		$35K Buy
328
+3
+0.9% +$325 ﹤0.01% 467
2019
Q3 		$35K Buy
325
+3
+0.9% +$325 ﹤0.01% 437
2019
Q2 		$35K Buy
322
+2
+0.6% +$212 ﹤0.01% 423
2019
Q1 		$34K Buy
320
+3
+0.9% +$312 ﹤0.01% 376
2018
Q4 		$33K Buy
317
+3
+1% +$305 ﹤0.01% 392
2018
Q3 		$32K Buy
314
+3
+1% +$309 ﹤0.01% 418
2018
Q2 		$32K Buy
311
+3
+1% +$309 ﹤0.01% 400
2018
Q1 		$32K Buy
+308
New +$32.2K ﹤0.01% 401
2013
Q4 		– Sell
-28
Closed -$3K – 578
2013
Q3 		$3K Sell
28
-58
-67% -$6.09K ﹤0.01% 375
2013
Q2 		$9K Buy
+86
New +$9.38K ﹤0.01% 274

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

Gradient Investments's BOND Position: Q3 2024 in Review

Gradient Investments sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2024, closing a stake of 66 shares — an estimated $5.98K sold.

Gradient Investments first reported a position in BOND in Q2 2013 and held it in 28 quarters. The position peaked at $52K in Q1 2022. 414 funds tracked by Wall St. Rank hold BOND as of Q3 2024.

  • Gradient Investments reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 66 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2024, an estimated $5.98K.
  • Gradient Investments first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 28 quarters.
  • Gradient Investments's PIMCO Active Bond Exchange-Traded Fund position peaked at $52K in Q1 2022.
  • 414 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.