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

ARS 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
2014
Q1 		– Sell
-40,341
Closed -$4.22M – 66
2013
Q4 		$4.22M Buy
+40,341
New +$4.27M 2.6% 10

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ARS Wealth Advisors's BOND Position: Q1 2014 in Review

ARS Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2014, closing a stake of 40,341 shares — an estimated $4.22M sold.

ARS Wealth Advisors first reported a position in BOND in Q4 2013 and held it in 1 quarter. The position peaked at $4.22M in Q4 2013. 203 funds tracked by Wall St. Rank hold BOND as of Q1 2014.

  • ARS Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2014 after selling out during the quarter.
  • ARS Wealth Advisors sold 40,341 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2014, an estimated $4.22M.
  • ARS Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2013 and held it in 1 quarter.
  • ARS Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $4.22M in Q4 2013.
  • 203 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2014.

Based on ARS Wealth Advisors's 13F filing for Q1 2014, filed 11 Jun 2021.