Levy Wealth Management Group’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
Sell
-5,673
Closed -$237K 107
2023
Q3
$237K Sell
5,673
-3,409
-38% -$145K 0.07% 98
2023
Q2
$389K Hold
9,082
0.12% 68
2023
Q1
$397K Sell
9,082
-804
-8% -$34.9K 0.12% 65
2022
Q4
$423K Buy
+9,886
New +$421K 0.14% 56

Other funds holding ABND

Levy Wealth Management Group's ABND Position: Q4 2023 in Review

Levy Wealth Management Group sold out of American Century Core Plus Income ETF (ABND) in Q4 2023, closing a stake of 5,673 shares — an estimated $237K sold.

Levy Wealth Management Group first reported a position in ABND in Q4 2022 and held it in 4 quarters. The position peaked at $423K in Q4 2022. 26 funds tracked by Wall St. Rank hold ABND as of Q4 2023.

  • Levy Wealth Management Group reported no remaining American Century Core Plus Income ETF position as of Q4 2023 after selling out during the quarter.
  • Levy Wealth Management Group sold 5,673 American Century Core Plus Income ETF shares in Q4 2023, an estimated $237K.
  • Levy Wealth Management Group first reported a position in American Century Core Plus Income ETF in Q4 2022 and held it in 4 quarters.
  • Levy Wealth Management Group's American Century Core Plus Income ETF position peaked at $423K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held American Century Core Plus Income ETF as of Q4 2023.

Based on Levy Wealth Management Group's 13F filing for Q4 2023, filed 23 Jan 2024.