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Snowden Capital Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Snowden Capital Advisors’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
-6,569
Closed -$598K – 1222
2024
Q2 		$598K Sell
6,569
-977
-13% -$88.4K 0.02% 667
2024
Q1 		$693K Sell
7,546
-2,525
-25% -$231K 0.02% 625
2023
Q4 		$931K Sell
10,071
-958
-9% -$84.9K 0.04% 465
2023
Q3 		$969K Sell
11,029
-335
-3% -$30.2K 0.04% 428
2023
Q2 		$1.04M Buy
11,364
+1,237
+12% +$114K 0.04% 447
2023
Q1 		$939K Buy
10,127
+707
+8% +$65.4K 0.04% 468
2022
Q4 		$852K Sell
9,420
-107
-1% -$9.63K 0.04% 485
2022
Q3 		$854K Buy
9,527
+299
+3% +$28.3K 0.04% 454
2022
Q2 		$878K Buy
9,228
+194
+2% +$18.8K 0.04% 453
2022
Q1 		$919K Buy
9,034
+560
+7% +$58.9K 0.04% 464
2021
Q4 		$927K Buy
8,474
+58
+0.7% +$6.37K 0.05% 348
2021
Q3 		$930K Hold
8,416
– – 0.05% 386
2021
Q2 		$934K Sell
8,416
-4,584
-35% -$506K 0.05% 390
2021
Q1 		$1.42M Sell
13,000
-473
-4% -$52.7K 0.08% 284
2020
Q4 		$1.52M Buy
13,473
+2,449
+22% +$275K 0.1% 242
2020
Q3 		$1.24M Sell
11,024
-26,497
-71% -$2.98M 0.1% 239
2020
Q2 		$4.19M Buy
37,521
+291
+0.8% +$31.9K 0.36% 81
2020
Q1 		$3.95M Buy
37,230
+189
+0.5% +$20.5K 0.43% 53
2019
Q4 		$3.99M Buy
37,041
+2,375
+7% +$257K 0.35% 79
2019
Q3 		$3.78M Buy
34,666
+12,964
+60% +$1.4M 0.38% 77
2019
Q2 		$2.33M Buy
21,702
+5,607
+35% +$594K 0.24% 148
2019
Q1 		$1.7M Buy
16,095
+1,121
+7% +$116K 0.19% 179
2018
Q4 		$1.54M Buy
14,974
+2,412
+19% +$245K 0.2% 176
2018
Q3 		$1.29M Buy
12,562
+8,451
+206% +$869K 0.15% 215
2018
Q2 		$424K Buy
+4,111
New +$423K 0.05% 325

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

Snowden Capital Advisors's BOND Position: Q3 2024 in Review

Snowden Capital Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2024, closing a stake of 6,569 shares — an estimated $598K sold.

Snowden Capital Advisors first reported a position in BOND in Q2 2018 and held it in 25 quarters. The position peaked at $4.19M in Q2 2020. 414 funds tracked by Wall St. Rank hold BOND as of Q3 2024.

  • Snowden Capital Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Snowden Capital Advisors sold 6,569 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2024, an estimated $598K.
  • Snowden Capital Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2018 and held it in 25 quarters.
  • Snowden Capital Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $4.19M in Q2 2020.
  • 414 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2024.

Based on Snowden Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.