Simplex Trading
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Simplex Trading’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Simplex Trading’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 		– Sell
-61
Closed -$5K – 8536
2024
Q3 		$5K Sell
61
-20
-25% -$1.87K ﹤0.01% 7579
2024
Q2 		$7K Buy
+81
New +$7.33K ﹤0.01% 7648
2017
Q3 		– Sell
-170
Closed -$18K – 5905
2017
Q2 		$18K Buy
+170
New +$18K ﹤0.01% 3387
2016
Q1 		– Sell
-608
Closed -$63K – 5585
2015
Q4 		$63K Buy
+608
New +$64.3K ﹤0.01% 1729
2015
Q3 		– Sell
-20
Closed -$2K – 5510
2015
Q2 		$2K Buy
+20
New +$2.17K ﹤0.01% 4241

Other funds holding BOND

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplex Trading's BOND Position: Q4 2024 in Review

Simplex Trading sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2024, closing a stake of 61 shares — an estimated $5K sold.

Simplex Trading first reported a position in BOND in Q2 2015 and held it in 5 quarters. The position peaked at $63K in Q4 2015. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

  • Simplex Trading reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Simplex Trading sold 61 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $5K.
  • Simplex Trading first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2015 and held it in 5 quarters.
  • Simplex Trading's PIMCO Active Bond Exchange-Traded Fund position peaked at $63K in Q4 2015.
  • 446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.