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Perennial Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Perennial Investment Advisors’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
Q1 		– Sell
-6,688
Closed -$618K – 364
2023
Q4 		$618K Buy
6,688
+12
+0.2% +$1.06K 0.1% 159
2023
Q3 		$587K Sell
6,676
-296
-4% -$26.6K 0.11% 157
2023
Q2 		$639K Buy
6,972
+598
+9% +$55.1K 0.11% 154
2023
Q1 		$591K Buy
+6,374
New +$589K 0.11% 155

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Perennial Investment Advisors's BOND Position: Q1 2024 in Review

Perennial Investment Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2024, closing a stake of 6,688 shares — an estimated $618K sold.

Perennial Investment Advisors first reported a position in BOND in Q1 2023 and held it in 4 quarters. The position peaked at $639K in Q2 2023. 397 funds tracked by Wall St. Rank hold BOND as of Q1 2024.

  • Perennial Investment Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Perennial Investment Advisors sold 6,688 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2024, an estimated $618K.
  • Perennial Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and held it in 4 quarters.
  • Perennial Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $639K in Q2 2023.
  • 397 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2024.

Based on Perennial Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.