20/20 Capital Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

20/20 Capital 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 Q2	$246K	Buy	2,215 +230	+12%	+$25.4K	0.06%	149
2021 Q1	$217K	Buy	1,985 +205	+12%	+$22.8K	0.06%	149
2020 Q4	$200K	Buy	+1,780	New	+$200K	0.06%	159

Other funds holding BOND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

20/20 Capital Management's BOND Position: Q2 2021 in Review

20/20 Capital Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 12% in Q2 2021, buying an estimated $25.4K and bringing the position to 2,215 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #149.

20/20 Capital Management first reported a position in BOND in Q4 2020 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold BOND as of Q2 2021.

20/20 Capital Management held 2,215 shares of PIMCO Active Bond Exchange-Traded Fund worth $246K as of Q2 2021.
20/20 Capital Management bought 230 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2021, an estimated $25.4K.
PIMCO Active Bond Exchange-Traded Fund made up 0.06% of 20/20 Capital Management's portfolio in Q2 2021, its #149 holding.
20/20 Capital Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 3 quarters since.
383 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.