Strait & Sound Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Strait & Sound Wealth 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 Q2	–	Sell	-2,945	Closed	-$264K	–	147
2024 Q1	$264K	Sell	2,945 -31	-1%	-$2.84K	0.15%	108
2023 Q4	$272K	Buy	2,976 +3	+0.1%	+$266	0.17%	102
2023 Q3	$261K	Hold	2,973	–	–	0.22%	105
2023 Q2	$272K	Buy	2,973 +611	+26%	+$56.3K	0.27%	81
2023 Q1	$219K	Buy	2,362 +53	+2%	+$4.9K	0.22%	105
2022 Q4	$215K	Buy	+2,309	New	+$208K	0.23%	104

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strait & Sound Wealth Management's BOND Position: Q2 2024 in Review

Strait & Sound Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2024, closing a stake of 2,945 shares — an estimated $264K sold.

Strait & Sound Wealth Management first reported a position in BOND in Q4 2022 and held it in 6 quarters. The position peaked at $272K in Q2 2023. 393 funds tracked by Wall St. Rank hold BOND as of Q2 2024.

Strait & Sound Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Strait & Sound Wealth Management sold 2,945 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2024, an estimated $264K.
Strait & Sound Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and held it in 6 quarters.
Strait & Sound Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $272K in Q2 2023.
393 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.