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Householder Group Estate & Retirement Specialist’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$312K Buy
3,453
+3,038
+732% +$280K 0.23% 71
2024
Q3 		$39K Hold
415
– – 0.01% 527
2024
Q2 		$37K Buy
415
+1
+0.2% +$90 0.01% 532
2024
Q1 		$38.1K Sell
414
-3
-0.7% -$274 0.01% 531
2023
Q4 		$38K Sell
417
-626
-60% -$55.5K 0.01% 510
2023
Q3 		$91.7K Buy
+1,043
New +$93.9K 0.03% 332
2023
Q1 		$3K Buy
+33
New +$3.05K ﹤0.01% 1020
2022
Q4 		– Sell
-32
Closed -$2K – 414
2022
Q3 		$2K Buy
+32
New +$3.03K ﹤0.01% 949

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 $354M AUM 14.58% 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 $424B AUM 22.94% 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

Householder Group Estate & Retirement Specialist's BOND Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 732% in Q4 2024, buying an estimated $280K and bringing the position to 3,453 shares worth $312K. The position accounts for 0.23% of the portfolio, ranked #71.

Householder Group Estate & Retirement Specialist first reported a position in BOND in Q3 2022 and has held it in 8 quarters since. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 3,453 shares of PIMCO Active Bond Exchange-Traded Fund worth $312K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 3,038 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $280K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.23% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #71 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2022 and has held it in 8 quarters since.
  • 446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.