Ledge Wealth Management’s American Century Core Plus Income ETF ABND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$14.4M Buy
329,607
+7,827
+2% +$329K 5.59% 5
2023
Q3
$13.4M Buy
321,780
+6,337
+2% +$269K 6.03% 5
2023
Q2
$13.5M Buy
315,443
+6,772
+2% +$293K 6.45% 4
2023
Q1
$13.5M Buy
308,671
+68,297
+28% +$2.96M 6.39% 3
2022
Q4
$10.3M Buy
+240,374
New +$10.2M 4.69% 5

Other funds holding ABND

Ledge Wealth Management's ABND Position: Q4 2023 in Review

Ledge Wealth Management increased its American Century Core Plus Income ETF (ABND) stake by 2.4% in Q4 2023, buying an estimated $329K and bringing the position to 329,607 shares worth $14.4M. The position accounts for 5.59% of the portfolio, ranked #5.

Ledge Wealth Management first reported a position in ABND in Q4 2022 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold ABND as of Q4 2023.

  • Ledge Wealth Management held 329,607 shares of American Century Core Plus Income ETF worth $14.4M as of Q4 2023.
  • Ledge Wealth Management bought 7,827 American Century Core Plus Income ETF shares in Q4 2023, an estimated $329K.
  • American Century Core Plus Income ETF made up 5.59% of Ledge Wealth Management's portfolio in Q4 2023, its #5 holding.
  • Ledge Wealth Management first reported a position in American Century Core Plus Income ETF in Q4 2022 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held American Century Core Plus Income ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.