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Private Portfolio Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Private Portfolio Partners’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
Q4 		$347K Buy
3,833
+862
+29% +$79.3K 0.06% 219
2024
Q3 		$281K Buy
+2,971
New +$277K 0.05% 237
2024
Q2 		– Sell
-2,962
Closed -$272K – 108
2024
Q1 		$272K Sell
2,962
-185
-6% -$16.9K 0.06% 229
2023
Q4 		$291K Buy
3,147
+766
+32% +$67.9K 0.07% 208
2023
Q3 		$209K Sell
2,381
-1,033
-30% -$93K 0.05% 241
2023
Q2 		$313K Sell
3,414
-241
-7% -$22.2K 0.08% 191
2023
Q1 		$339K Buy
+3,655
New +$338K 0.09% 172

Other funds holding BOND

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Private Portfolio Partners's BOND Position: Q4 2024 in Review

Private Portfolio Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 29% in Q4 2024, buying an estimated $79.3K and bringing the position to 3,833 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #219.

Private Portfolio Partners first reported a position in BOND in Q1 2023 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

  • Private Portfolio Partners held 3,833 shares of PIMCO Active Bond Exchange-Traded Fund worth $347K as of Q4 2024.
  • Private Portfolio Partners bought 862 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $79.3K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.06% of Private Portfolio Partners's portfolio in Q4 2024, its #219 holding.
  • Private Portfolio Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and has held it in 7 quarters since.
  • 446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.