Acropolis Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Acropolis Investment 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
2023 Q1	–	Sell	-1,378	Closed	-$125K	–	253
2022 Q4	$125K	Hold	1,378	–	–	0.01%	227
2022 Q3	$124K	Sell	1,378 -91	-6%	-$8.61K	0.01%	219
2022 Q2	$140K	Hold	1,469	–	–	0.01%	212
2022 Q1	$150K	Hold	1,469	–	–	0.01%	209
2021 Q4	$161K	Buy	1,469 +91	+7%	+$9.99K	0.01%	207
2021 Q3	$150K	Sell	1,378 -125	-8%	-$13.9K	0.02%	197
2021 Q2	$167K	Sell	1,503 -421	-22%	-$46.4K	0.02%	197
2021 Q1	$211K	Buy	1,924 +3	+0.2%	+$334	0.02%	171
2020 Q4	$217K	Buy	1,921 +2	+0.1%	+$225	0.02%	160
2020 Q3	$216K	Buy	+1,919	New	+$216K	0.03%	152

Other funds holding BOND

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

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

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

BCI

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Acropolis Investment Management's BOND Position: Q1 2023 in Review

Acropolis Investment Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2023, closing a stake of 1,378 shares — an estimated $125K sold.

Acropolis Investment Management first reported a position in BOND in Q3 2020 and held it in 10 quarters. The position peaked at $217K in Q4 2020. 371 funds tracked by Wall St. Rank hold BOND as of Q1 2023.

Acropolis Investment Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Acropolis Investment Management sold 1,378 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2023, an estimated $125K.
Acropolis Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and held it in 10 quarters.
Acropolis Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $217K in Q4 2020.
371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2023.

Based on Acropolis Investment Management's 13F filing for Q1 2023, filed 11 Apr 2023.