MIH
BOND icon

Meitav Investment House’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Meitav Investment House’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
-1,010
Closed -$92.3K – 355
2023
Q2 		$92.3K Buy
+1,010
New +$93.1K ﹤0.01% 395
2018
Q3 		– Sell
-1,379
Closed -$246K – 443
2018
Q2 		$246K Buy
+1,379
New +$142K 0.01% 395

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
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
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
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
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

Meitav Investment House's BOND Position: Q3 2023 in Review

Meitav Investment House sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2023, closing a stake of 1,010 shares — an estimated $92.3K sold.

Meitav Investment House first reported a position in BOND in Q2 2018 and held it in 2 quarters. The position peaked at $246K in Q2 2018. 363 funds tracked by Wall St. Rank hold BOND as of Q3 2023.

  • Meitav Investment House reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 1,010 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2023, an estimated $92.3K.
  • Meitav Investment House first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2018 and held it in 2 quarters.
  • Meitav Investment House's PIMCO Active Bond Exchange-Traded Fund position peaked at $246K in Q2 2018.
  • 363 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.