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

BCWM 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
2021
Q2 		– Sell
-2,842
Closed -$311K – 65
2021
Q1 		$311K Buy
+2,842
New +$316K 0.09% 63

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCWM LLC's BOND Position: Q2 2021 in Review

BCWM LLC sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2021, closing a stake of 2,842 shares — an estimated $311K sold.

BCWM LLC first reported a position in BOND in Q1 2021 and held it in 1 quarter. The position peaked at $311K in Q1 2021. 383 funds tracked by Wall St. Rank hold BOND as of Q2 2021.

  • BCWM LLC reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
  • BCWM LLC sold 2,842 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2021, an estimated $311K.
  • BCWM LLC first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and held it in 1 quarter.
  • BCWM LLC's PIMCO Active Bond Exchange-Traded Fund position peaked at $311K in Q1 2021.
  • 383 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2021.

Based on BCWM LLC's 13F filing for Q2 2021, filed 9 Aug 2021.