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

Simplicity 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
2024
Q3 		– Sell
-127,269
Closed -$11.6M – 571
2024
Q2 		$11.6M Buy
127,269
+6,622
+5% +$599K 0.26% 80
2024
Q1 		$11.1M Buy
+120,647
New +$11M 0.26% 77

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

Simplicity Wealth's BOND Position: Q3 2024 in Review

Simplicity Wealth sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2024, closing a stake of 127,269 shares — an estimated $11.6M sold.

Simplicity Wealth first reported a position in BOND in Q1 2024 and held it in 2 quarters. The position peaked at $11.6M in Q2 2024. 414 funds tracked by Wall St. Rank hold BOND as of Q3 2024.

  • Simplicity Wealth reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 127,269 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2024, an estimated $11.6M.
  • Simplicity Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $11.6M in Q2 2024.
  • 414 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.