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

SeaCrest 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
Q1 		– Sell
-2,295
Closed -$210K – 610
2023
Q4 		$210K Hold
2,295
– – 0.03% 569
2023
Q3 		$202K Hold
2,295
– – 0.03% 570
2023
Q2 		$210K Hold
2,295
– – 0.03% 563
2023
Q1 		$213K Hold
2,295
– – 0.03% 566
2022
Q4 		$208K Buy
2,295
+50
+2% +$4.5K 0.03% 555
2022
Q3 		$201K Buy
2,245
+600
+36% +$56.8K 0.03% 548
2022
Q2 		$157K Buy
+1,645
New +$160K 0.02% 696
2020
Q4 		– Sell
-2,392
Closed -$269K – 627
2020
Q3 		$269K Sell
2,392
-220
-8% -$24.7K 0.04% 428
2020
Q2 		$291K Buy
+2,612
New +$286K 0.05% 393
2019
Q2 		– Sell
-1,193
Closed -$126K – 685
2019
Q1 		$126K Sell
1,193
-174
-13% -$18.1K 0.02% 612
2018
Q4 		$141K Sell
1,367
-881
-39% -$89.5K 0.03% 536
2018
Q3 		$230K Buy
2,248
+2
+0.1% +$206 0.04% 459
2018
Q2 		$231K Buy
2,246
+918
+69% +$94.4K 0.04% 444
2018
Q1 		$138K Buy
1,328
+3
+0.2% +$313 0.03% 602
2017
Q4 		$140K Buy
+1,325
New +$141K 0.03% 597

Other funds holding BOND

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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SeaCrest Wealth Management's BOND Position: Q1 2024 in Review

SeaCrest Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2024, closing a stake of 2,295 shares — an estimated $210K sold.

SeaCrest Wealth Management first reported a position in BOND in Q4 2017 and held it in 15 quarters. The position peaked at $291K in Q2 2020. 397 funds tracked by Wall St. Rank hold BOND as of Q1 2024.

  • SeaCrest Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,295 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2024, an estimated $210K.
  • SeaCrest Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 15 quarters.
  • SeaCrest Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $291K in Q2 2020.
  • 397 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2024.

Based on SeaCrest Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.