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

Tyler-Stone 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 Q3	–	Sell	-20	Closed	-$1.82K	–	383
2024 Q2	$1.82K	Hold	20	–	–	﹤0.01%	865
2024 Q1	$1.84K	Sell	20 -40	-67%	-$3.66K	﹤0.01%	855
2023 Q4	$5.55K	Hold	60	–	–	﹤0.01%	713
2023 Q3	$5K	Buy	60 +40	+200%	+$3.6K	﹤0.01%	700
2023 Q2	$2K	Buy	+20	New	+$1.84K	﹤0.01%	789
2022 Q4	$4K	Hold	39	–	–	﹤0.01%	675
2022 Q3	$3K	Buy	39 +20	+105%	+$1.89K	﹤0.01%	696
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	744
2022 Q1	$2K	Hold	19	–	–	﹤0.01%	739
2021 Q4	$2K	Buy	+19	New	+$2.09K	﹤0.01%	781

Other funds holding BOND

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

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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Tyler-Stone Wealth Management's BOND Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2024, closing a stake of 20 shares — an estimated $1.82K sold.

Tyler-Stone Wealth Management first reported a position in BOND in Q4 2021 and held it in 10 quarters. The position peaked at $5.55K in Q4 2023. 414 funds tracked by Wall St. Rank hold BOND as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 20 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2024, an estimated $1.82K.
Tyler-Stone Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.55K in Q4 2023.
414 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.