1832 Asset Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

1832 Asset Management’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
2021 Q4	–	Sell	-5,915	Closed	-$657K	–	733
2021 Q3	$657K	Buy	+5,915	New	+$660K	﹤0.01%	520
2018 Q1	–	Sell	-745	Closed	-$79K	–	677
2017 Q4	$79K	Buy	+745	New	+$79.2K	﹤0.01%	515

Other funds holding BOND

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

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

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

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

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

1832 Asset Management's BOND Position: Q4 2021 in Review

1832 Asset Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2021, closing a stake of 5,915 shares — an estimated $657K sold.

1832 Asset Management first reported a position in BOND in Q4 2017 and held it in 2 quarters. The position peaked at $657K in Q3 2021. 410 funds tracked by Wall St. Rank hold BOND as of Q4 2021.

1832 Asset Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
1832 Asset Management sold 5,915 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2021, an estimated $657K.
1832 Asset Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 2 quarters.
1832 Asset Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $657K in Q3 2021.
410 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2021.

Based on 1832 Asset Management's 13F filing for Q4 2021, filed 15 Feb 2022.