Key Financial Inc’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Key Financial Inc’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	–	Sell	-285	Closed	-$27K	–	1387
2024 Q3	$27K	Hold	285	–	–	0.01%	585
2024 Q2	$26K	Hold	285	–	–	0.01%	588
2024 Q1	$26.2K	Hold	285	–	–	0.01%	557
2023 Q4	$26.3K	Hold	285	–	–	0.01%	531
2023 Q3	$25.1K	Hold	285	–	–	0.01%	520
2023 Q2	$26.1K	Hold	285	–	–	0.01%	521
2023 Q1	$26.4K	Buy	+285	New	+$26.3K	0.01%	487
2022 Q2	–	Sell	-89	Closed	-$9K	–	1093
2022 Q1	$9K	Hold	89	–	–	﹤0.01%	652
2021 Q4	$10K	Hold	89	–	–	0.01%	581
2021 Q3	$10K	Hold	89	–	–	0.01%	571
2021 Q2	$10K	Hold	89	–	–	0.01%	563
2021 Q1	$10K	Hold	89	–	–	0.01%	481
2020 Q4	$10K	Buy	+89	New	+$9.99K	0.01%	458

Other funds holding BOND

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

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

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

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

Key Financial Inc's BOND Position: Q4 2024 in Review

Key Financial Inc sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2024, closing a stake of 285 shares — an estimated $27K sold.

Key Financial Inc first reported a position in BOND in Q4 2020 and held it in 13 quarters. The position peaked at $27K in Q3 2024. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

Key Financial Inc reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Key Financial Inc sold 285 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $27K.
Key Financial Inc first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 13 quarters.
Key Financial Inc's PIMCO Active Bond Exchange-Traded Fund position peaked at $27K in Q3 2024.
446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.