Want to track BOND and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
PIMCO Active Bond Exchange-Traded Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Andy Peters Goldstein Advisors LLC | 329,764 | $30.08M | $28.99M | -$1.1M | -3.64% |
 Bepin Serraj Richard W. Paul & Associates LLC | 111,468 | $10.29M | $9.78M | -$513,362.3 | -4.99% |
 Walter J. West Milestone Asset Management LLC | 38,777 | $3.59M | $3.41M | -$180,917.13 | -5.04% |
 Moises Valladares Insigneo Advisory Services LLC | 6,188 | $576,433.83 | $544,018.02 | -$32,415.81 | -5.62% |
 David Stevens Stevens Capital Partners | 2,712 | $250,032 | $238,696.68 | -$11,335.32 | -4.53% |
 Philip Rc Dudley Dudley Capital Management LLC | 15,040 | $1.36M | $1.32M | -$36,848.19 | -2.71% |
 Jill Batley Gateway Wealth Partners LLC | 25,396 | $2.34M | $2.23M | -$114,316.49 | -4.88% |
 Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 8,349 | $755,792.38 | $734,294.55 | -$21,497.83 | -2.84% |
| PIL PFG Investments LLC PFG Investments LLC | 8,745 | $813,767.55 | $768,685.5 | -$45,082.05 | -5.54% |
| JC Jared Calvert Buck Wealth Strategies LLC | 651,556 | $60.35M | $57.31M | -$3.04M | -5.04% |
 Jackson O'Connor O'Connor Financial Group LLC | 331,895 | $30.46M | $29.18M | -$1.28M | -4.22% |
 Scott Boyce Decker Retirement Planning Inc. | 5,752 | $521,929.41 | $504,536.68 | -$17,392.73 | -3.33% |
 Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 819 | $76,811.78 | $71,953.24 | -$4,858.54 | -6.33% |
 Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 37,599 | $3.47M | $3.3M | -$176,014.08 | -5.07% |
 Chad Tobin Slagle Financial, LLC | 59,299 | $5.47M | $5.2M | -$272,642.81 | -4.98% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,193 | $297,164.9 | $280,808.38 | -$16,356.52 | -5.5% |
| MWS MFA Wealth Services MFA Wealth Services | 13,232 | $1.19M | $1.16M | -$30,065.25 | -2.52% |
 Christopher C. Powers Farther Finance Advisors, LLC | 209,458 | $18.78M | $18.28M | -$499,213.19 | -2.66% |
 NICOLE MARTIN Arlington Trust Co LLC | 1,381 | $127,342 | $121,431.33 | -$5,910.67 | -4.64% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 179,754 | $16.55M | $15.79M | -$761,720.69 | -4.6% |
2026 © Marketlog. All Rights Reserved.
