SWG
BOND icon

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

Summit Wealth Group’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
2023
Q2 		– Sell
-12,058
Closed – – 98
2023
Q1 		$0 Buy
+12,058
New +$1.11M ﹤0.01% 165
2021
Q3 		– Sell
-130
Closed -$14K – 65
2021
Q2 		$14K Buy
+130
New +$14.3K 0.02% 91

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Summit Wealth Group's BOND Position: Q2 2023 in Review

Summit Wealth Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2023, closing a stake of 12,058 shares.

Summit Wealth Group first reported a position in BOND in Q2 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 371 funds tracked by Wall St. Rank hold BOND as of Q2 2023.

  • Summit Wealth Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 12,058 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2023.
  • Summit Wealth Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2021 and held it in 2 quarters.
  • Summit Wealth Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $14K in Q2 2021.
  • 371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.