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

Sage Financial 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
2023 Q4	–	Sell	-3,888	Closed	-$342K	–	103
2023 Q3	$342K	Buy	3,888 +1,177	+43%	+$106K	0.04%	77
2023 Q2	$248K	Buy	2,711 +105	+4%	+$9.68K	0.03%	91
2023 Q1	$242K	Buy	+2,606	New	+$241K	0.03%	91
2014 Q3	–	Sell	-57,693	Closed	-$6.29M	–	36
2014 Q2	$6.29M	Buy	57,693 +42,028	+268%	+$4.54M	3.05%	4
2014 Q1	$1.67M	Buy	15,665 +200	+1%	+$21.2K	0.95%	9
2013 Q4	$1.62M	Buy	+15,465	New	+$1.64M	0.78%	9

Other funds holding BOND

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Sage Financial Group's BOND Position: Q4 2023 in Review

Sage Financial Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2023, closing a stake of 3,888 shares — an estimated $342K sold.

Sage Financial Group first reported a position in BOND in Q4 2013 and held it in 6 quarters. The position peaked at $6.29M in Q2 2014. 398 funds tracked by Wall St. Rank hold BOND as of Q4 2023.

Sage Financial Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Sage Financial Group sold 3,888 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2023, an estimated $342K.
Sage Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2013 and held it in 6 quarters.
Sage Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.29M in Q2 2014.
398 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2023.

Based on Sage Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.