TFA
BOND icon

Transamerica Financial Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Transamerica Financial Advisors’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
-101
Closed -$9K – 631
2023
Q3 		$9K Buy
+101
New +$9.09K ﹤0.01% 334
2019
Q1 		– Sell
-1,800
Closed -$185K – 128
2018
Q4 		$185K Buy
1,800
+1,467
+441% +$149K 0.05% 157
2018
Q3 		$35K Buy
+333
New +$34.3K 0.01% 245
2016
Q4 		– Sell
-11
Closed -$2K – 432
2016
Q3 		$2K Hold
11
– – ﹤0.01% 308
2016
Q2 		$2K Hold
11
– – ﹤0.01% 277
2016
Q1 		$2K Sell
11
-1,493
-99% -$156K ﹤0.01% 656
2015
Q4 		$157K Buy
1,504
+1,200
+395% +$127K 0.01% 314
2015
Q3 		$33K Sell
304
-3,397
-92% -$363K ﹤0.01% 434
2015
Q2 		$396K Sell
3,701
-59,391
-94% -$6.43M 0.03% 254
2015
Q1 		$6.95M Buy
63,092
+55,875
+774% +$6.11M 0.48% 29
2014
Q4 		$774K Buy
7,217
+3,963
+122% +$432K 0.06% 153
2014
Q3 		$354K Buy
3,254
+871
+37% +$94.9K 0.03% 205
2014
Q2 		$260K Buy
2,383
+2,379
+59,475% +$257K 0.02% 251
2014
Q1 		$1K Hold
4
– – ﹤0.01% 567
2013
Q4 		$1K Sell
4
-425
-99% -$45K ﹤0.01% 555
2013
Q3 		$46K Buy
429
+387
+921% +$40.7K 0.01% 333
2013
Q2 		$5K Buy
+42
New +$4.58K ﹤0.01% 469

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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transamerica Financial Advisors's BOND Position: Q4 2023 in Review

Transamerica Financial Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2023, closing a stake of 101 shares — an estimated $9K sold.

Transamerica Financial Advisors first reported a position in BOND in Q2 2013 and held it in 17 quarters. The position peaked at $6.95M in Q1 2015. 398 funds tracked by Wall St. Rank hold BOND as of Q4 2023.

  • Transamerica Financial Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 101 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2023, an estimated $9K.
  • Transamerica Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 17 quarters.
  • Transamerica Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.95M in Q1 2015.
  • 398 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2023.

Based on Transamerica Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.