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Sargent Bickham Lagudis’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$10.9K Sell
121
-786
-87% -$70.7K ﹤0.01% 715
2022
Q3 		$81K Sell
907
-104
-10% -$9.84K 0.01% 341
2022
Q2 		$96K Sell
1,011
-320
-24% -$31.1K 0.01% 327
2022
Q1 		$135K Sell
1,331
-645
-33% -$67.9K 0.01% 298
2021
Q4 		$216K Sell
1,976
-480
-20% -$52.7K 0.02% 237
2021
Q3 		$272K Hold
2,456
– – 0.02% 216
2021
Q2 		$273K Hold
2,456
– – 0.02% 225
2021
Q1 		$269K Sell
2,456
-226
-8% -$25.2K 0.02% 212
2020
Q4 		$303K Buy
2,682
+125
+5% +$14K 0.03% 194
2020
Q3 		$287K Sell
2,557
-534
-17% -$60K 0.03% 180
2020
Q2 		$345K Sell
3,091
-1,153
-27% -$126K 0.04% 159
2020
Q1 		$451K Sell
4,244
-392
-8% -$42.6K 0.06% 150
2019
Q4 		$500K Buy
4,636
+3
+0.1% +$325 0.06% 144
2019
Q3 		$504K Sell
4,633
-93
-2% -$10.1K 0.06% 135
2019
Q2 		$508K Hold
4,726
– – 0.06% 139
2019
Q1 		$499K Hold
4,726
– – 0.06% 149
2018
Q4 		$486K Buy
4,726
+1,807
+62% +$184K 0.06% 138
2018
Q3 		$299K Sell
2,919
-1,672
-36% -$172K 0.04% 176
2018
Q2 		$473K Sell
4,591
-4,883
-52% -$502K 0.06% 142
2018
Q1 		$987K Sell
9,474
-1,971
-17% -$206K 0.12% 113
2017
Q4 		$1.21M Sell
11,445
-4,185
-27% -$445K 0.14% 114
2017
Q3 		$1.67M Sell
15,630
-566
-3% -$60.4K 0.21% 102
2017
Q2 		$1.72M Sell
16,196
-2,097
-11% -$222K 0.22% 96
2017
Q1 		$1.93M Sell
18,293
-2,198
-11% -$230K 0.25% 91
2016
Q4 		$2.13M Buy
20,491
+20,108
+5,250% +$2.12M 0.33% 78
2016
Q3 		$3.52K Sell
383
-35,597
-99% -$3.83M 0.53% 56
2016
Q2 		$3.86M Sell
35,980
-1,700
-5% -$180K 0.6% 46
2016
Q1 		$3.97M Buy
+37,680
New +$3.93M 0.64% 42

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Sargent Bickham Lagudis's BOND Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 87% in Q4 2022, selling an estimated $70.7K and leaving 121 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Sargent Bickham Lagudis first reported a position in BOND in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.97M in Q1 2016. 368 funds tracked by Wall St. Rank hold BOND as of Q4 2022.

  • Sargent Bickham Lagudis held 121 shares of PIMCO Active Bond Exchange-Traded Fund worth $10.9K as of Q4 2022.
  • Sargent Bickham Lagudis sold 786 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2022, an estimated $70.7K.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #715 holding.
  • Sargent Bickham Lagudis first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.97M in Q1 2016.
  • 368 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.