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Landmark Wealth Management (New York)’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Landmark Wealth Management (New York)’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 		– Sell
-2,405
Closed -$219K – 77
2024
Q2 		$219K Sell
2,405
-60,226
-96% -$5.45M 0.17% 48
2024
Q1 		$5.75M Buy
62,631
+2,833
+5% +$259K 2.66% 7
2023
Q4 		$5.53M Buy
59,798
+2,298
+4% +$204K 2.72% 7
2023
Q3 		$5.05M Buy
57,500
+1,506
+3% +$136K 2.87% 6
2023
Q2 		$5.13M Buy
55,994
+1,109
+2% +$102K 4.55% 5
2023
Q1 		$5.09M Buy
54,885
+4,549
+9% +$420K 2.83% 6
2022
Q4 		$4.55M Sell
50,336
-5,286
-10% -$476K 3.29% 5
2022
Q3 		$4.99M Sell
55,622
-12,203
-18% -$1.16M 3.78% 4
2022
Q2 		$6.46M Sell
67,825
-86,597
-56% -$8.41M 8.26% 5
2022
Q1 		$7.94M Buy
154,422
+77,023
+100% +$8.11M 4.17% 6
2021
Q4 		$8K Buy
+77,399
New +$8.5M 4.68% 6

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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
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
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

Landmark Wealth Management (New York)'s BOND Position: Q3 2024 in Review

Landmark Wealth Management (New York) sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2024, closing a stake of 2,405 shares — an estimated $219K sold.

Landmark Wealth Management (New York) first reported a position in BOND in Q4 2021 and held it in 11 quarters. The position peaked at $7.94M in Q1 2022. 414 funds tracked by Wall St. Rank hold BOND as of Q3 2024.

  • Landmark Wealth Management (New York) reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Landmark Wealth Management (New York) sold 2,405 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2024, an estimated $219K.
  • Landmark Wealth Management (New York) first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and held it in 11 quarters.
  • Landmark Wealth Management (New York)'s PIMCO Active Bond Exchange-Traded Fund position peaked at $7.94M in Q1 2022.
  • 414 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2024.

Based on Landmark Wealth Management (New York)'s 13F filing for Q3 2024, filed 30 Oct 2024.