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Prio Wealth Limited Partnership’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Prio Wealth Limited Partnership’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
-3,564
Closed -$329K – 271
2023
Q4 		$329K Buy
+3,564
New +$316K 0.01% 211
2021
Q1 		– Sell
-3,832
Closed -$433K – 277
2020
Q4 		$433K Buy
+3,832
New +$430K 0.02% 199

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TA
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Envestnet Asset Management
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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
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prio Wealth Limited Partnership's BOND Position: Q1 2024 in Review

Prio Wealth Limited Partnership sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2024, closing a stake of 3,564 shares — an estimated $329K sold.

Prio Wealth Limited Partnership first reported a position in BOND in Q4 2020 and held it in 2 quarters. The position peaked at $433K in Q4 2020. 397 funds tracked by Wall St. Rank hold BOND as of Q1 2024.

  • Prio Wealth Limited Partnership reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 3,564 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2024, an estimated $329K.
  • Prio Wealth Limited Partnership first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 2 quarters.
  • Prio Wealth Limited Partnership's PIMCO Active Bond Exchange-Traded Fund position peaked at $433K in Q4 2020.
  • 397 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2024, filed 14 May 2024.