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

ICA Group 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 Q2	–	Sell	-1,185	Closed	-$109K	–	844
2024 Q1	$109K	Buy	1,185 +383	+48%	+$35K	0.02%	380
2023 Q4	$74.1K	Buy	+802	New	+$71.1K	0.02%	430
2023 Q3	–	Sell	-352	Closed	-$32.3K	–	341
2023 Q2	$32.3K	Buy	352 +40	+13%	+$3.69K	0.01%	588
2023 Q1	$28.9K	Sell	312 -8	-3%	-$739	0.01%	585
2022 Q4	$29.1K	Buy	+320	New	+$28.8K	0.01%	614

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ICA Group Wealth Management's BOND Position: Q2 2024 in Review

ICA Group Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2024, closing a stake of 1,185 shares — an estimated $109K sold.

ICA Group Wealth Management first reported a position in BOND in Q4 2022 and held it in 5 quarters. The position peaked at $109K in Q1 2024. 393 funds tracked by Wall St. Rank hold BOND as of Q2 2024.

ICA Group Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 1,185 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2024, an estimated $109K.
ICA Group Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $109K in Q1 2024.
393 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.