Retirement Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Retirement 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
2024 Q1	$36.7K	Hold	400	–	–	0.01%	273
2023 Q4	$37K	Hold	400	–	–	0.01%	253
2023 Q3	$35.2K	Hold	400	–	–	0.01%	243
2023 Q2	$36.6K	Hold	400	–	–	0.02%	240
2023 Q1	$37K	Sell	400 -400	-50%	-$37K	0.02%	228
2022 Q4	$72K	Buy	800 +400	+100%	+$36K	0.03%	155
2022 Q3	$36K	Sell	400 -400	-50%	-$37.9K	0.03%	141
2022 Q2	$76K	Hold	800	–	–	0.03%	173
2022 Q1	$81K	Sell	800 -600	-43%	-$63.2K	0.03%	184
2021 Q4	$153K	Buy	+1,400	New	+$154K	0.07%	136

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Retirement Group's BOND Position: Q1 2024 in Review

Retirement Group held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q1 2024 at 400 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #273.

Retirement Group first reported a position in BOND in Q4 2021 and has held it in 10 quarters since. The position peaked at $153K in Q4 2021. 397 funds tracked by Wall St. Rank hold BOND as of Q1 2024.

Retirement Group held 400 shares of PIMCO Active Bond Exchange-Traded Fund worth $36.7K as of Q1 2024.
Retirement Group left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q1 2024.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Retirement Group's portfolio in Q1 2024, its #273 holding.
Retirement Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and has held it in 10 quarters since.
Retirement Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $153K in Q4 2021.
397 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.