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

Signify Wealth’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
-11,434
Closed -$1.01M – 35
2023
Q3 		$1.01M Sell
11,434
-5,764
-34% -$519K 1.35% 27
2023
Q2 		$1.58M Buy
17,198
+932
+6% +$85.9K 1.36% 21
2023
Q1 		$1.51M Buy
16,266
+4,839
+42% +$447K 1.33% 20
2022
Q4 		$1.03M Buy
11,427
+905
+9% +$81.4K 0.91% 24
2022
Q3 		$944K Sell
10,522
-1,861
-15% -$176K 1% 17
2022
Q2 		$1.18M Sell
12,383
-68,936
-85% -$6.7M 1.63% 12
2022
Q1 		$7.82M Buy
81,319
+21,369
+36% +$2.25M 5.25% 5
2021
Q4 		$6.56M Sell
59,950
-9,299
-13% -$1.02M 4.07% 11
2021
Q3 		$7.66M Buy
69,249
+17,387
+34% +$1.94M 6.09% 6
2021
Q2 		$5.75M Buy
51,862
+20,465
+65% +$2.26M 4.43% 9
2021
Q1 		$3.44M Sell
31,397
-17,397
-36% -$1.94M 2.57% 10
2020
Q4 		$5.52M Buy
+48,794
New +$5.48M 4.37% 9

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Signify Wealth's BOND Position: Q4 2023 in Review

Signify Wealth sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2023, closing a stake of 11,434 shares — an estimated $1.01M sold.

Signify Wealth first reported a position in BOND in Q4 2020 and held it in 12 quarters. The position peaked at $7.82M in Q1 2022. 398 funds tracked by Wall St. Rank hold BOND as of Q4 2023.

  • Signify Wealth reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Signify Wealth sold 11,434 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2023, an estimated $1.01M.
  • Signify Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 12 quarters.
  • Signify Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $7.82M in Q1 2022.
  • 398 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2023.

Based on Signify Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.