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

Atlas Private 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
2021 Q4	–	Sell	-280	Closed	-$31K	–	220
2021 Q3	$31K	Hold	280	–	–	0.02%	290
2021 Q2	$31K	Hold	280	–	–	0.02%	289
2021 Q1	$31K	Buy	+280	New	+$31.2K	0.02%	295

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

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

Atlas Private Wealth Advisors's BOND Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2021, closing a stake of 280 shares — an estimated $31K sold.

Atlas Private Wealth Advisors first reported a position in BOND in Q1 2021 and held it in 3 quarters. The position peaked at $31K in Q3 2021. 410 funds tracked by Wall St. Rank hold BOND as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 280 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2021, an estimated $31K.
Atlas Private Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and held it in 3 quarters.
Atlas Private Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $31K in Q3 2021.
410 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.