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Waterloo Capital’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Waterloo Capital’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
Q4 		– Sell
-2,841
Closed -$269K – 365
2024
Q3 		$269K Buy
+2,841
New +$265K 0.03% 309

Other funds holding BOND

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Waterloo Capital's BOND Position: Q4 2024 in Review

Waterloo Capital sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2024, closing a stake of 2,841 shares — an estimated $269K sold.

Waterloo Capital first reported a position in BOND in Q3 2024 and held it in 1 quarter. The position peaked at $269K in Q3 2024. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

  • Waterloo Capital reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Waterloo Capital sold 2,841 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $269K.
  • Waterloo Capital first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Waterloo Capital's PIMCO Active Bond Exchange-Traded Fund position peaked at $269K in Q3 2024.
  • 446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Waterloo Capital's 13F filing for Q4 2024, filed 13 Feb 2025.