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

Opes 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
2023
Q1 		– Sell
-16,170
Closed -$1.46M – 112
2022
Q4 		$1.46M Buy
+16,170
New +$1.45M 0.53% 38
2019
Q4 		– Sell
-2,023
Closed -$220K – 51
2019
Q3 		$220K Buy
+2,023
New +$219K 0.15% 49

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Opes Wealth Management's BOND Position: Q1 2023 in Review

Opes Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2023, closing a stake of 16,170 shares — an estimated $1.46M sold.

Opes Wealth Management first reported a position in BOND in Q3 2019 and held it in 2 quarters. The position peaked at $1.46M in Q4 2022. 371 funds tracked by Wall St. Rank hold BOND as of Q1 2023.

  • Opes Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Opes Wealth Management sold 16,170 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2023, an estimated $1.46M.
  • Opes Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2019 and held it in 2 quarters.
  • Opes Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.46M in Q4 2022.
  • 371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2023.

Based on Opes Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.