VisionPoint Advisory Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

VisionPoint Advisory 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
2024 Q3	–	Sell	-206	Closed	-$18.8K	–	307
2024 Q2	$18.8K	Hold	206	–	–	0.01%	394
2024 Q1	$18.9K	Hold	206	–	–	0.01%	387
2023 Q4	$19K	Buy	+206	New	+$18.3K	0.01%	357
2023 Q3	–	Sell	-206	Closed	-$18.9K	–	709
2023 Q2	$18.9K	Buy	+206	New	+$19K	0.01%	288
2022 Q2	–	Sell	-3,138	Closed	-$306K	–	103
2022 Q1	$306K	Sell	3,138 -96	-3%	-$10.1K	0.14%	69
2021 Q4	$344K	Sell	3,234 -223	-6%	-$24.5K	0.15%	77
2021 Q3	$382K	Buy	+3,457	New	+$385K	0.17%	75

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

VisionPoint Advisory Group's BOND Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2024, closing a stake of 206 shares — an estimated $18.8K sold.

VisionPoint Advisory Group first reported a position in BOND in Q3 2021 and held it in 7 quarters. The position peaked at $382K in Q3 2021. 414 funds tracked by Wall St. Rank hold BOND as of Q3 2024.

VisionPoint Advisory Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 206 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2024, an estimated $18.8K.
VisionPoint Advisory Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2021 and held it in 7 quarters.
VisionPoint Advisory Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $382K in Q3 2021.
414 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.