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WR Wealth Planners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

WR Wealth Planners’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 		$8.77K Buy
97
+54
+126% +$4.97K ﹤0.01% 612
2024
Q3 		$4.07K Buy
+43
New +$4.01K ﹤0.01% 779

Other funds holding BOND

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

WR Wealth Planners's BOND Position: Q4 2024 in Review

WR Wealth Planners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 126% in Q4 2024, buying an estimated $4.97K and bringing the position to 97 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

WR Wealth Planners first reported a position in BOND in Q3 2024 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

  • WR Wealth Planners held 97 shares of PIMCO Active Bond Exchange-Traded Fund worth $8.77K as of Q4 2024.
  • WR Wealth Planners bought 54 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $4.97K.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #612 holding.
  • WR Wealth Planners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 2 quarters since.
  • 446 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.