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SignalPoint Asset Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

SignalPoint Asset 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 		$2.93M Buy
32,354
+10,264
+46% +$945K 0.71% 29
2024
Q3 		$2.1M Buy
22,090
+7,165
+48% +$669K 0.49% 37
2024
Q2 		$1.36M Buy
14,925
+6,419
+75% +$581K 0.36% 59
2024
Q1 		$781K Buy
8,506
+1,610
+23% +$147K 0.21% 97
2023
Q4 		$637K Buy
+6,896
New +$611K 0.19% 111

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 $1.89T AUM 35.08% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SignalPoint Asset Management's BOND Position: Q4 2024 in Review

SignalPoint Asset Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 46% in Q4 2024, buying an estimated $945K and bringing the position to 32,354 shares worth $2.93M. The position accounts for 0.71% of the portfolio, ranked #29.

SignalPoint Asset Management first reported a position in BOND in Q4 2023 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

  • SignalPoint Asset Management held 32,354 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.93M as of Q4 2024.
  • SignalPoint Asset Management bought 10,264 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $945K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.71% of SignalPoint Asset Management's portfolio in Q4 2024, its #29 holding.
  • SignalPoint Asset Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 5 quarters since.
  • 448 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.