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

Blue Zone 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
2020 Q3	–	Sell	-7,340	Closed	-$819K	–	71
2020 Q2	$819K	Sell	7,340 -1,135	-13%	-$124K	0.46%	40
2020 Q1	$900K	Buy	8,475 +990	+13%	+$108K	0.84%	18
2019 Q4	$807K	Buy	+7,485	New	+$810K	0.52%	24

Other funds holding BOND

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

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

BCI

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

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

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

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Blue Zone Wealth Advisors's BOND Position: Q3 2020 in Review

Blue Zone Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2020, closing a stake of 7,340 shares — an estimated $819K sold.

Blue Zone Wealth Advisors first reported a position in BOND in Q4 2019 and held it in 3 quarters. The position peaked at $900K in Q1 2020. 343 funds tracked by Wall St. Rank hold BOND as of Q3 2020.

Blue Zone Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
Blue Zone Wealth Advisors sold 7,340 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2020, an estimated $819K.
Blue Zone Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 3 quarters.
Blue Zone Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $900K in Q1 2020.
343 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2020.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.