Mine & Arao Wealth Creation & Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Mine & Arao Wealth Creation & 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 Q2	–	Sell	-18	Closed	-$1.66K	–	110
2024 Q1	$1.66K	Hold	18	–	–	﹤0.01%	292
2023 Q4	$1.65K	Sell	18 -15	-45%	-$1.33K	﹤0.01%	292
2023 Q3	$2.87K	Buy	33 +1	+3%	+$90	﹤0.01%	273
2023 Q2	$2.96K	Hold	32	–	–	﹤0.01%	285
2023 Q1	$2.96K	Hold	32	–	–	﹤0.01%	279
2022 Q4	$2.86K	Buy	32 +1	+3%	+$90	﹤0.01%	281
2022 Q3	$3K	Hold	31	–	–	﹤0.01%	294
2022 Q2	$3K	Hold	31	–	–	﹤0.01%	287
2022 Q1	$3K	Hold	31	–	–	﹤0.01%	285
2021 Q4	$3K	Buy	31 +1	+3%	+$110	﹤0.01%	285
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	259
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	254
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	244
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	246
2020 Q3	$3K	Hold	30	–	–	﹤0.01%	240
2020 Q2	$3K	Buy	30 +1	+3%	+$110	﹤0.01%	218
2020 Q1	$3K	Hold	29	–	–	﹤0.01%	213
2019 Q4	$3K	Buy	+29	New	+$3.14K	﹤0.01%	221

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's BOND Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2024, closing a stake of 18 shares — an estimated $1.66K sold.

Mine & Arao Wealth Creation & Management first reported a position in BOND in Q4 2019 and held it in 18 quarters. The position peaked at $3K in Q3 2022. 393 funds tracked by Wall St. Rank hold BOND as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 18 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2024, an estimated $1.66K.
Mine & Arao Wealth Creation & Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $3K in Q3 2022.
393 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.