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Independent Wealth Network’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Independent Wealth Network’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
2023
Q2 		– Sell
-2,355
Closed -$218K – 210
2023
Q1 		$218K Sell
2,355
-371
-14% -$34.3K 0.14% 174
2022
Q4 		$247K Buy
+2,726
New +$245K 0.17% 147

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Independent Wealth Network's BOND Position: Q2 2023 in Review

Independent Wealth Network sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2023, closing a stake of 2,355 shares — an estimated $218K sold.

Independent Wealth Network first reported a position in BOND in Q4 2022 and held it in 2 quarters. The position peaked at $247K in Q4 2022. 371 funds tracked by Wall St. Rank hold BOND as of Q2 2023.

  • Independent Wealth Network reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Independent Wealth Network sold 2,355 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2023, an estimated $218K.
  • Independent Wealth Network first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and held it in 2 quarters.
  • Independent Wealth Network's PIMCO Active Bond Exchange-Traded Fund position peaked at $247K in Q4 2022.
  • 371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2023.

Based on Independent Wealth Network's 13F filing for Q2 2023, filed 12 Jul 2023.