LGT Financial Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

LGT Financial Advisors’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	-411	Closed	-$37.4K	–	707
2024 Q2	$37.4K	Sell	411 -1,429	-78%	-$129K	0.08%	189
2024 Q1	$169K	Buy	1,840 +22	+1%	+$2.01K	0.2%	119
2023 Q4	$168K	Buy	1,818 +20	+1%	+$1.77K	0.21%	114
2023 Q3	$158K	Buy	1,798 +16	+0.9%	+$1.44K	0.2%	111
2023 Q2	$163K	Buy	+1,782	New	+$164K	0.17%	122
2023 Q1	–	Sell	-1,756	Closed	-$159K	–	100
2022 Q4	$159K	Buy	+1,756	New	+$158K	0.19%	109

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

LGT Financial Advisors's BOND Position: Q3 2024 in Review

LGT Financial Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2024, closing a stake of 411 shares — an estimated $37.4K sold.

LGT Financial Advisors first reported a position in BOND in Q4 2022 and held it in 6 quarters. The position peaked at $169K in Q1 2024. 414 funds tracked by Wall St. Rank hold BOND as of Q3 2024.

LGT Financial Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
LGT Financial Advisors sold 411 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2024, an estimated $37.4K.
LGT Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and held it in 6 quarters.
LGT Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $169K in Q1 2024.
414 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.