Sanctuary Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Sanctuary Wealth Management’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	$16K	Hold	177	–	–	0.01%	153
2024 Q3	$16.7K	Sell	177 -1	-0.6%	-$93	0.01%	159
2024 Q2	$16.2K	Hold	178	–	–	0.01%	141
2024 Q1	$16.4K	Hold	178	–	–	0.01%	135
2023 Q4	$16.5K	Hold	178	–	–	0.02%	130
2023 Q3	$15.6K	Sell	178 -61	-26%	-$5.49K	0.02%	118
2023 Q2	$21.9K	Buy	+239	New	+$22K	0.02%	108
2022 Q4	$21.6K	Buy	+239	New	+$21.5K	0.03%	103
2022 Q3	–	Sell	-5,342	Closed	-$509K	–	30
2022 Q2	$509K	Hold	5,342	–	–	0.62%	18
2022 Q1	$544K	Sell	5,342 -68	-1%	-$7.16K	0.6%	20
2021 Q4	$592K	Sell	5,410 -1	-0%	-$110	0.63%	20
2021 Q3	$598K	Hold	5,411	–	–	0.67%	19
2021 Q2	$600K	Sell	5,411 -45	-0.8%	-$4.96K	0.72%	23
2021 Q1	$597K	Hold	5,456	–	–	0.77%	20
2020 Q4	$617K	Sell	5,456 -276	-5%	-$31K	0.75%	22
2020 Q3	$644K	Buy	+5,732	New	+$644K	0.63%	17

Other funds holding BOND

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

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

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

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

Sanctuary Wealth Management's BOND Position: Q4 2024 in Review

Sanctuary Wealth Management held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q4 2024 at 177 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #153.

Sanctuary Wealth Management first reported a position in BOND in Q3 2020 and has held it in 16 quarters since. The position peaked at $644K in Q3 2020. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

Sanctuary Wealth Management held 177 shares of PIMCO Active Bond Exchange-Traded Fund worth $16K as of Q4 2024.
Sanctuary Wealth Management left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q4 2024.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #153 holding.
Sanctuary Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and has held it in 16 quarters since.
Sanctuary Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $644K in Q3 2020.
446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.