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Accel Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Accel Wealth 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 		– Sell
-1,942
Closed -$213K – 902
2021
Q1 		$213K Sell
1,942
-335
-15% -$37.3K 0.17% 125
2020
Q4 		$258K Buy
+2,277
New +$256K 0.24% 86

Other funds holding BOND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accel Wealth Management's BOND Position: Q2 2021 in Review

Accel Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2021, closing a stake of 1,942 shares — an estimated $213K sold.

Accel Wealth Management first reported a position in BOND in Q4 2020 and held it in 2 quarters. The position peaked at $258K in Q4 2020. 383 funds tracked by Wall St. Rank hold BOND as of Q2 2021.

  • Accel Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
  • Accel Wealth Management sold 1,942 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2021, an estimated $213K.
  • Accel Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 2 quarters.
  • Accel Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $258K in Q4 2020.
  • 383 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2021.

Based on Accel Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.