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

Sugarloaf 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 Q4	$8.86K	Buy	+98	New	+$9.02K	﹤0.01%	516

Other funds holding BOND

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

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

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

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

Sugarloaf Wealth Management's BOND Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2024: 98 shares worth $8.86K. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings.

446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

Sugarloaf Wealth Management held 98 shares of PIMCO Active Bond Exchange-Traded Fund worth $8.86K as of Q4 2024.
PIMCO Active Bond Exchange-Traded Fund was a new Sugarloaf Wealth Management position in Q4 2024.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #516 holding.
446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.