LWM Advisory Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

LWM Advisory Services’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
2023 Q3	–	Sell	-24,962	Closed	-$2.29M	–	147
2023 Q2	$2.29M	Buy	24,962 +1,712	+7%	+$158K	2.42%	10
2023 Q1	$2.16M	Buy	23,250 +5,927	+34%	+$548K	2.3%	12
2022 Q4	$1.57M	Buy	17,323 +4,230	+32%	+$381K	1.73%	16
2022 Q3	$1.18M	Buy	13,093 +4,096	+46%	+$388K	1.33%	14
2022 Q2	$857K	Buy	8,997 +10	+0.1%	+$972	1.03%	19
2022 Q1	$915K	Buy	8,987 +1,434	+19%	+$151K	1.14%	16
2021 Q4	$826K	Buy	+7,553	New	+$829K	1.02%	25

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

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

LWM Advisory Services's BOND Position: Q3 2023 in Review

LWM Advisory Services sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2023, closing a stake of 24,962 shares — an estimated $2.29M sold.

LWM Advisory Services first reported a position in BOND in Q4 2021 and held it in 7 quarters. The position peaked at $2.29M in Q2 2023. 363 funds tracked by Wall St. Rank hold BOND as of Q3 2023.

LWM Advisory Services reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
LWM Advisory Services sold 24,962 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2023, an estimated $2.29M.
LWM Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and held it in 7 quarters.
LWM Advisory Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.29M in Q2 2023.
363 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2023.

Based on LWM Advisory Services's 13F filing for Q3 2023, filed 2 Nov 2023.