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MGO One Seven’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

MGO One Seven’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
Q4 		– Sell
-2,647
Closed -$250K – 1071
2024
Q3 		$250K Sell
2,647
-263
-9% -$24.5K 0.01% 850
2024
Q2 		$265K Sell
2,910
-1,235
-30% -$112K 0.01% 815
2024
Q1 		$381K Sell
4,145
-65
-2% -$5.95K 0.02% 634
2023
Q4 		$389K Sell
4,210
-659
-14% -$58.4K 0.02% 618
2023
Q3 		$428K Sell
4,869
-231
-5% -$20.8K 0.03% 494
2023
Q2 		$467K Sell
5,100
-1,108
-18% -$102K 0.04% 432
2023
Q1 		$576K Sell
6,208
-5,101
-45% -$472K 0.04% 431
2022
Q4 		$1.02M Sell
11,309
-1,760
-13% -$158K 0.1% 225
2022
Q3 		$1.17K Buy
13,069
+1,149
+10% +$109K 0.05% 216
2022
Q2 		$1.14M Sell
11,920
-1,133
-9% -$110K 0.16% 154
2022
Q1 		$1.33M Buy
13,053
+1,692
+15% +$178K 0.14% 170
2021
Q4 		$1.24M Sell
11,361
-123
-1% -$13.5K 0.13% 188
2021
Q3 		$1.26M Buy
11,484
+578
+5% +$64.4K 0.16% 164
2021
Q2 		$1.21M Buy
10,906
+890
+9% +$98.2K 0.17% 155
2021
Q1 		$1.1M Buy
10,016
+1,897
+23% +$211K 0.19% 135
2020
Q4 		$918K Buy
8,119
+2,778
+52% +$312K 0.19% 136
2020
Q3 		$600K Buy
5,341
+1,200
+29% +$135K 0.14% 189
2020
Q2 		$462K Buy
4,141
+1,803
+77% +$197K 0.12% 234
2020
Q1 		$248K Sell
2,338
-1,920
-45% -$209K 0.08% 315
2019
Q4 		$459K Buy
4,258
+172
+4% +$18.6K 0.12% 236
2019
Q3 		$445K Buy
+4,086
New +$442K 0.13% 222
2019
Q1 		– Sell
-1,364
Closed -$140K – 560
2018
Q4 		$140K Buy
+1,364
New +$139K 0.06% 360
2018
Q1 		$61K Hold
584
– – 0.03% 555
2017
Q4 		$62K Buy
+584
New +$62.1K 0.03% 548

Other funds holding BOND

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGO One Seven's BOND Position: Q4 2024 in Review

MGO One Seven sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2024, closing a stake of 2,647 shares — an estimated $250K sold.

MGO One Seven first reported a position in BOND in Q4 2017 and held it in 24 quarters. The position peaked at $1.33M in Q1 2022. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

  • MGO One Seven reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • MGO One Seven sold 2,647 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $250K.
  • MGO One Seven first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 24 quarters.
  • MGO One Seven's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.33M in Q1 2022.
  • 446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on MGO One Seven's 13F filing for Q4 2024, filed 14 Feb 2025.