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Matthew Hamilton Rosenberg’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Matthew Hamilton Rosenberg’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
2025
Q2 		– Sell
-295
Closed -$27.3K – 834
2025
Q1 		$27.3K Hold
295
– – 0.01% 500
2024
Q4 		$26.7K Hold
295
– – 0.01% 503
2024
Q3 		$27.9K Hold
295
– – 0.01% 512
2024
Q2 		$26.6K Hold
295
– – 0.01% 493
2024
Q1 		$26.8K Hold
295
– – 0.01% 507
2023
Q4 		$27.3K Hold
295
– – 0.01% 505
2023
Q3 		$25.9K Hold
295
– – 0.01% 495
2023
Q2 		$27K Hold
295
– – 0.01% 507
2023
Q1 		$27.4K Hold
295
– – 0.01% 551
2022
Q4 		$26.7K Hold
295
– – 0.01% 549
2022
Q3 		$26K Hold
295
– – 0.01% 544
2022
Q2 		$28K Hold
295
– – 0.01% 545
2022
Q1 		$30K Hold
295
– – 0.01% 519
2021
Q4 		$32K Hold
295
– – 0.01% 478
2021
Q3 		$33K Hold
295
– – 0.01% 451
2021
Q2 		$33K Sell
295
-348
-54% -$38.4K 0.02% 419
2021
Q1 		$70K Hold
643
– – 0.04% 301
2020
Q4 		$73K Buy
643
+295
+85% +$33.1K 0.05% 279
2020
Q3 		$39K Buy
+348
New +$39.1K 0.03% 332

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

Matthew Hamilton Rosenberg's BOND Position: Q2 2025 in Review

Matthew Hamilton Rosenberg sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2025, closing a stake of 295 shares — an estimated $27.3K sold.

Matthew Hamilton Rosenberg first reported a position in BOND in Q3 2020 and held it in 19 quarters. The position peaked at $73K in Q4 2020. 467 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

  • Matthew Hamilton Rosenberg reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 295 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2025, an estimated $27.3K.
  • Matthew Hamilton Rosenberg first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and held it in 19 quarters.
  • Matthew Hamilton Rosenberg's PIMCO Active Bond Exchange-Traded Fund position peaked at $73K in Q4 2020.
  • 467 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2025, filed 28 Jul 2025.