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Marks Group Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Marks Group Wealth Management’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
Q1 		– Sell
-3,583
Closed -$331K – 301
2023
Q4 		$331K Buy
3,583
+76
+2% +$6.74K 0.04% 246
2023
Q3 		$308K Hold
3,507
– – 0.04% 239
2023
Q2 		$321K Sell
3,507
-220
-6% -$20.3K 0.04% 245
2023
Q1 		$346K Buy
3,727
+1,177
+46% +$109K 0.04% 235
2022
Q4 		$231K Sell
2,550
-470
-16% -$42.3K 0.03% 259
2022
Q3 		$271K Sell
3,020
-1,738
-37% -$165K 0.04% 243
2022
Q2 		$453K Hold
4,758
– – 0.07% 212
2022
Q1 		$484K Buy
4,758
+888
+23% +$93.5K 0.06% 235
2021
Q4 		$423K Buy
3,870
+1,877
+94% +$206K 0.05% 247
2021
Q3 		$220K Buy
1,993
+163
+9% +$18.2K 0.03% 273
2021
Q2 		$204K Sell
1,830
-131
-7% -$14.4K 0.03% 255
2021
Q1 		$214K Buy
1,961
+71
+4% +$7.91K 0.03% 236
2020
Q4 		$214K Buy
+1,890
New +$212K 0.03% 236

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marks Group Wealth Management's BOND Position: Q1 2024 in Review

Marks Group Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2024, closing a stake of 3,583 shares — an estimated $331K sold.

Marks Group Wealth Management first reported a position in BOND in Q4 2020 and held it in 13 quarters. The position peaked at $484K in Q1 2022. 397 funds tracked by Wall St. Rank hold BOND as of Q1 2024.

  • Marks Group Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 3,583 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2024, an estimated $331K.
  • Marks Group Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 13 quarters.
  • Marks Group Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $484K in Q1 2022.
  • 397 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2024.

Based on Marks Group Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.