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

MinichMacGregor 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 Q2	–	Sell	-76,272	Closed	-$6.93M	–	105
2024 Q1	$6.93M	Buy	76,272 +3,144	+4%	+$288K	1.77%	22
2023 Q4	$6.76M	Sell	73,128 -177	-0.2%	-$15.7K	1.95%	17
2023 Q3	$6.44M	Sell	73,305 -56,135	-43%	-$5.05M	2.13%	15
2023 Q2	$11.9M	Sell	129,440 -65,021	-33%	-$6M	3.7%	6
2023 Q1	$18M	Buy	+194,461	New	+$18M	5.97%	4
2021 Q2	–	Sell	-14,235	Closed	-$1.56M	–	79
2021 Q1	$1.56M	Sell	14,235 -63,605	-82%	-$7.08M	0.58%	35
2020 Q4	$8.8M	Sell	77,840 -27,979	-26%	-$3.14M	3.59%	9
2020 Q3	$11.9M	Buy	105,819 +42,488	+67%	+$4.78M	5.61%	4
2020 Q2	$7.07M	Buy	+63,331	New	+$6.94M	3.91%	6

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

MinichMacGregor Wealth Management's BOND Position: Q2 2024 in Review

MinichMacGregor Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2024, closing a stake of 76,272 shares — an estimated $6.93M sold.

MinichMacGregor Wealth Management first reported a position in BOND in Q2 2020 and held it in 9 quarters. The position peaked at $18M in Q1 2023. 393 funds tracked by Wall St. Rank hold BOND as of Q2 2024.

MinichMacGregor Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
MinichMacGregor Wealth Management sold 76,272 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2024, an estimated $6.93M.
MinichMacGregor Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2020 and held it in 9 quarters.
MinichMacGregor Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $18M in Q1 2023.
393 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2024.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.