Kowal Investment Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Kowal Investment Group’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 Q3	$1.99M	Buy	21,070 +173	+0.8%	+$16.1K	0.37%	42
2024 Q2	$1.9M	Sell	20,897 -560	-3%	-$50.7K	0.38%	38
2024 Q1	$1.97M	Sell	21,457 -516	-2%	-$47.2K	0.43%	32
2023 Q4	$2.03M	Sell	21,973 -3,323	-13%	-$295K	0.47%	31
2023 Q3	$2.22M	Sell	25,296 -2,065	-8%	-$186K	0.6%	21
2023 Q2	$2.51M	Sell	27,361 -1,003	-4%	-$92.5K	0.67%	20
2023 Q1	$2.63M	Sell	28,364 -525	-2%	-$48.5K	0.75%	19
2022 Q4	$2.61M	Buy	28,889 +17,803	+161%	+$1.6M	0.78%	19
2022 Q3	$995K	Buy	11,086 +3,301	+42%	+$312K	0.34%	38
2022 Q2	$742K	Buy	+7,785	New	+$756K	0.24%	46

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

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

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

OIA

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

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

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

Kowal Investment Group's BOND Position: Q3 2024 in Review

Kowal Investment Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.83% in Q3 2024, buying an estimated $16.1K and bringing the position to 21,070 shares worth $1.99M. The position accounts for 0.37% of the portfolio, ranked #42.

Kowal Investment Group first reported a position in BOND in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.63M in Q1 2023. 414 funds tracked by Wall St. Rank hold BOND as of Q3 2024.

Kowal Investment Group held 21,070 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.99M as of Q3 2024.
Kowal Investment Group bought 173 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2024, an estimated $16.1K.
PIMCO Active Bond Exchange-Traded Fund made up 0.37% of Kowal Investment Group's portfolio in Q3 2024, its #42 holding.
Kowal Investment Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2022 and has held it in 10 quarters since.
Kowal Investment Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.63M in Q1 2023.
414 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.