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Nabity-Jensen Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Nabity-Jensen Investment 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
-1,259
Closed -$116K – 71
2024
Q1 		$116K Sell
1,259
-5
-0.4% -$457 0.1% 74
2023
Q4 		$117K Buy
+1,264
New +$112K 0.11% 74

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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

Nabity-Jensen Investment Management's BOND Position: Q2 2024 in Review

Nabity-Jensen Investment Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2024, closing a stake of 1,259 shares — an estimated $116K sold.

Nabity-Jensen Investment Management first reported a position in BOND in Q4 2023 and held it in 2 quarters. The position peaked at $117K in Q4 2023. 393 funds tracked by Wall St. Rank hold BOND as of Q2 2024.

  • Nabity-Jensen Investment Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Nabity-Jensen Investment Management sold 1,259 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2024, an estimated $116K.
  • Nabity-Jensen Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and held it in 2 quarters.
  • Nabity-Jensen Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $117K in Q4 2023.
  • 393 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2024.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2024, filed 9 Dec 2024.