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Aspiriant LLC’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Aspiriant LLC’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
Q3 		– Sell
-2,846
Closed -$271K – 265
2022
Q2 		$271K Hold
2,846
– – 0.01% 225
2022
Q1 		$289K Sell
2,846
-67
-2% -$7.05K 0.02% 227
2021
Q4 		$319K Buy
+2,913
New +$320K 0.02% 225

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Mercer Global Advisors
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Aspiriant LLC's BOND Position: Q3 2022 in Review

Aspiriant LLC sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2022, closing a stake of 2,846 shares — an estimated $271K sold.

Aspiriant LLC first reported a position in BOND in Q4 2021 and held it in 3 quarters. The position peaked at $319K in Q4 2021. 339 funds tracked by Wall St. Rank hold BOND as of Q3 2022.

  • Aspiriant LLC reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Aspiriant LLC sold 2,846 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2022, an estimated $271K.
  • Aspiriant LLC first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and held it in 3 quarters.
  • Aspiriant LLC's PIMCO Active Bond Exchange-Traded Fund position peaked at $319K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2022.

Based on Aspiriant LLC's 13F filing for Q3 2022, filed 28 Oct 2022.