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HighMark Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

HighMark Wealth 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
2024
Q1 		– Sell
-409
Closed -$37.8K – 572
2023
Q4 		$37.8K Buy
+409
New +$36.3K 0.03% 146

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighMark Wealth Management's BOND Position: Q1 2024 in Review

HighMark Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2024, closing a stake of 409 shares — an estimated $37.8K sold.

HighMark Wealth Management first reported a position in BOND in Q4 2023 and held it in 1 quarter. The position peaked at $37.8K in Q4 2023. 397 funds tracked by Wall St. Rank hold BOND as of Q1 2024.

  • HighMark Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • HighMark Wealth Management sold 409 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2024, an estimated $37.8K.
  • HighMark Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
  • HighMark Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $37.8K in Q4 2023.
  • 397 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2024.

Based on HighMark Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.