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

Tradition 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
2023 Q4	–	Sell	-296	Closed	-$26K	–	1277
2023 Q3	$26K	Hold	296	–	–	﹤0.01%	773
2023 Q2	$27K	Buy	+296	New	+$27.3K	﹤0.01%	796
2023 Q1	–	Sell	-102	Closed	-$9K	–	1292
2022 Q4	$9K	Buy	102 +1	+1%	+$90	﹤0.01%	924
2022 Q3	$9K	Buy	101 +1	+1%	+$95	﹤0.01%	942
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	819
2022 Q1	$10K	Buy	100 +1	+1%	+$105	﹤0.01%	892
2021 Q4	$11K	Buy	99 +1	+1%	+$110	﹤0.01%	887
2021 Q3	$11K	Hold	98	–	–	﹤0.01%	880
2021 Q2	$11K	Buy	98 +1	+1%	+$110	﹤0.01%	916
2021 Q1	$11K	Hold	97	–	–	﹤0.01%	765
2020 Q4	$11K	Buy	+97	New	+$10.9K	﹤0.01%	703

Other funds holding BOND

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Tradition Wealth Management's BOND Position: Q4 2023 in Review

Tradition Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2023, closing a stake of 296 shares — an estimated $26K sold.

Tradition Wealth Management first reported a position in BOND in Q4 2020 and held it in 11 quarters. The position peaked at $27K in Q2 2023. 398 funds tracked by Wall St. Rank hold BOND as of Q4 2023.

Tradition Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 296 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2023, an estimated $26K.
Tradition Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 11 quarters.
Tradition Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $27K in Q2 2023.
398 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.