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

Syntegra Private 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
Q3 		– Sell
-2,218
Closed -$203K – 128
2023
Q2 		$203K Buy
+2,218
New +$205K 0.03% 132

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TA
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Envestnet Asset Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Syntegra Private Wealth Group's BOND Position: Q3 2023 in Review

Syntegra Private Wealth Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2023, closing a stake of 2,218 shares — an estimated $203K sold.

Syntegra Private Wealth Group first reported a position in BOND in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 363 funds tracked by Wall St. Rank hold BOND as of Q3 2023.

  • Syntegra Private Wealth Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 2,218 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2023, an estimated $203K.
  • Syntegra Private Wealth Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and held it in 1 quarter.
  • Syntegra Private Wealth Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $203K in Q2 2023.
  • 363 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2023.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2023, filed 18 Oct 2023.