1 North Wealth Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

1 North Wealth Services’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
2019 Q4	$10K	Buy	+95	New	+$10.3K	0.01%	197

Other funds holding BOND

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1 North Wealth Services's BOND Position: Q4 2019 in Review

1 North Wealth Services opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2019: 95 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #197 among its holdings.

324 funds tracked by Wall St. Rank hold BOND as of Q4 2019.

1 North Wealth Services held 95 shares of PIMCO Active Bond Exchange-Traded Fund worth $10K as of Q4 2019.
PIMCO Active Bond Exchange-Traded Fund was a new 1 North Wealth Services position in Q4 2019.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #197 holding.
324 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.