VPP
BOND icon

Vertex Planning Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Vertex Planning Partners’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
Q2 		– Sell
-2,587
Closed -$238K – 154
2024
Q1 		$238K Sell
2,587
-4,823
-65% -$441K 0.07% 143
2023
Q4 		$685K Sell
7,410
-97,694
-93% -$8.66M 0.2% 60
2023
Q3 		$9.24M Buy
105,104
+801
+0.8% +$72.1K 3.18% 8
2023
Q2 		$9.56M Buy
+104,303
New +$9.62M 3.25% 8

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vertex Planning Partners's BOND Position: Q2 2024 in Review

Vertex Planning Partners sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2024, closing a stake of 2,587 shares — an estimated $238K sold.

Vertex Planning Partners first reported a position in BOND in Q2 2023 and held it in 4 quarters. The position peaked at $9.56M in Q2 2023. 393 funds tracked by Wall St. Rank hold BOND as of Q2 2024.

  • Vertex Planning Partners reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Vertex Planning Partners sold 2,587 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2024, an estimated $238K.
  • Vertex Planning Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and held it in 4 quarters.
  • Vertex Planning Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $9.56M in Q2 2023.
  • 393 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2024.

Based on Vertex Planning Partners's 13F filing for Q2 2024, filed 13 Aug 2024.