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

WoodTrust Financial’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
-6,716
Closed -$590K – 165
2023
Q3 		$590K Buy
+6,716
New +$605K 0.11% 96

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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

WoodTrust Financial's BOND Position: Q4 2023 in Review

WoodTrust Financial sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2023, closing a stake of 6,716 shares — an estimated $590K sold.

WoodTrust Financial first reported a position in BOND in Q3 2023 and held it in 1 quarter. The position peaked at $590K in Q3 2023. 398 funds tracked by Wall St. Rank hold BOND as of Q4 2023.

  • WoodTrust Financial reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • WoodTrust Financial sold 6,716 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2023, an estimated $590K.
  • WoodTrust Financial first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
  • WoodTrust Financial's PIMCO Active Bond Exchange-Traded Fund position peaked at $590K in Q3 2023.
  • 398 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2023.

Based on WoodTrust Financial's 13F filing for Q4 2023, filed 23 Jan 2024.