NFSG
BOND icon

Newbridge Financial Services Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-294
Closed -$25.9K – 1182
2023
Q3 		$25.9K Buy
294
+3
+1% +$270 0.01% 585
2023
Q2 		$26.7K Buy
291
+3
+1% +$277 0.01% 608
2023
Q1 		$26.7K Buy
288
+2
+0.7% +$185 0.01% 622
2022
Q4 		$25.8K Buy
286
+3
+1% +$270 0.01% 643
2022
Q3 		$25K Buy
283
+2
+0.7% +$189 0.01% 630
2022
Q2 		$27K Buy
281
+2
+0.7% +$194 0.02% 557
2022
Q1 		$28K Buy
279
+2
+0.7% +$211 0.01% 622
2021
Q4 		$30K Buy
277
+2
+0.7% +$220 0.01% 608
2021
Q3 		$30K Buy
275
+2
+0.7% +$223 0.02% 549
2021
Q2 		$30K Buy
273
+2
+0.7% +$221 0.02% 630
2021
Q1 		$30K Buy
271
+1
+0.4% +$111 0.02% 573
2020
Q4 		$31K Sell
270
-301
-53% -$33.8K 0.03% 436
2020
Q3 		$64K Buy
+571
New +$64.2K 0.06% 264

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Newbridge Financial Services Group's BOND Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2023, closing a stake of 294 shares — an estimated $25.9K sold.

Newbridge Financial Services Group first reported a position in BOND in Q3 2020 and held it in 13 quarters. The position peaked at $64K in Q3 2020. 398 funds tracked by Wall St. Rank hold BOND as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 294 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2023, an estimated $25.9K.
  • Newbridge Financial Services Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and held it in 13 quarters.
  • Newbridge Financial Services Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $64K in Q3 2020.
  • 398 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.