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

Kaydan 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
2025
Q1 		– Sell
-6,854
Closed -$620K – 108
2024
Q4 		$620K Buy
6,854
+3,184
+87% +$293K 0.21% 51
2024
Q3 		$347K Buy
3,670
+1,222
+50% +$114K 0.1% 79
2024
Q2 		$223K Buy
2,448
+238
+11% +$21.5K 0.08% 98
2024
Q1 		$203K Buy
+2,210
New +$202K 0.07% 105

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
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

Kaydan Wealth Management's BOND Position: Q1 2025 in Review

Kaydan Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2025, closing a stake of 6,854 shares — an estimated $620K sold.

Kaydan Wealth Management first reported a position in BOND in Q1 2024 and held it in 4 quarters. The position peaked at $620K in Q4 2024. 454 funds tracked by Wall St. Rank hold BOND as of Q1 2025.

  • Kaydan Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Kaydan Wealth Management sold 6,854 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2025, an estimated $620K.
  • Kaydan Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2024 and held it in 4 quarters.
  • Kaydan Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $620K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2025.

Based on Kaydan Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.