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Advisor Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Advisor Group’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 		$15.9M Buy
147,940
+18,328
+14% +$1.98M 0.11% 168
2019
Q3 		$14.1M Buy
129,612
+24,995
+24% +$2.71M 0.1% 183
2019
Q2 		$11.2M Buy
104,617
+6,896
+7% +$730K 0.09% 202
2019
Q1 		$10.3M Buy
97,721
+2,445
+3% +$254K 0.08% 203
2018
Q4 		$9.79M Buy
95,276
+22,490
+31% +$2.28M 0.1% 180
2018
Q3 		$7.45M Buy
72,786
+6,787
+10% +$698K 0.08% 225
2018
Q2 		$6.8M Sell
65,999
-4,953
-7% -$510K 0.09% 195
2018
Q1 		$7.4M Buy
70,952
+5,484
+8% +$573K 0.1% 182
2017
Q4 		$6.94M Buy
65,468
+22,413
+52% +$2.38M 0.09% 198
2017
Q3 		$4.6M Buy
43,055
+4,678
+12% +$499K 0.07% 245
2017
Q2 		$4.07M Sell
38,377
-1,071
-3% -$113K 0.07% 268
2017
Q1 		$4.16M Buy
39,448
+5,749
+17% +$602K 0.08% 248
2016
Q4 		$3.51M Sell
33,699
-8,473
-20% -$892K 0.08% 260
2016
Q3 		$4.55M Sell
42,172
-927
-2% -$99.7K 0.11% 208
2016
Q2 		$4.63M Buy
+43,099
New +$4.57M 0.12% 191

Other funds holding BOND

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group's BOND Position: Q4 2019 in Review

Advisor Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 14% in Q4 2019, buying an estimated $1.98M and bringing the position to 147,940 shares worth $15.9M. The position accounts for 0.11% of the portfolio, ranked #168.

Advisor Group first reported a position in BOND in Q2 2016 and has held it in 15 quarters since. 324 funds tracked by Wall St. Rank hold BOND as of Q4 2019.

  • Advisor Group held 147,940 shares of PIMCO Active Bond Exchange-Traded Fund worth $15.9M as of Q4 2019.
  • Advisor Group bought 18,328 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2019, an estimated $1.98M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.11% of Advisor Group's portfolio in Q4 2019, its #168 holding.
  • Advisor Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2016 and has held it in 15 quarters since.
  • 324 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.