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Aquire Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Aquire Wealth Advisors’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
2022
Q1 		– Sell
-55
Closed -$6K – 65
2021
Q4 		$6K Buy
+55
New +$6.04K ﹤0.01% 142

Other funds holding BOND

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aquire Wealth Advisors's BOND Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2022, closing a stake of 55 shares — an estimated $6K sold.

Aquire Wealth Advisors first reported a position in BOND in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 402 funds tracked by Wall St. Rank hold BOND as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 55 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2022, an estimated $6K.
  • Aquire Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $6K in Q4 2021.
  • 402 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.