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Bouchey Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Bouchey Financial Group’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
2019
Q2 		– Sell
-123,907
Closed -$13.1M – 72
2019
Q1 		$13.1M Buy
123,907
+11,740
+10% +$1.22M 3.27% 10
2018
Q4 		$11.5M Buy
112,167
+4,507
+4% +$458K 3.28% 8
2018
Q3 		$11M Sell
107,660
-14,179
-12% -$1.46M 2.7% 13
2018
Q2 		$12.6M Buy
121,839
+5,491
+5% +$565K 3.4% 9
2018
Q1 		$12.1M Sell
116,348
-17,974
-13% -$1.88M 3.48% 9
2017
Q4 		$14.2M Buy
134,322
+13,892
+12% +$1.48M 4.12% 6
2017
Q3 		$12.9M Buy
120,430
+2,024
+2% +$216K 4.02% 7
2017
Q2 		$12.6M Buy
118,406
+7,346
+7% +$778K 4.02% 6
2017
Q1 		$11.7M Buy
111,060
+42,503
+62% +$4.45M 4.06% 6
2016
Q4 		$7.14M Sell
68,557
-8,221
-11% -$866K 2.96% 14
2016
Q3 		$8.29M Buy
76,778
+42,446
+124% +$4.56M 3.24% 10
2016
Q2 		$3.69M Buy
34,332
+15,980
+87% +$1.69M 1.49% 22
2016
Q1 		$1.94M Buy
18,352
+7,882
+75% +$822K 0.82% 27
2015
Q4 		$1.09M Buy
+10,470
New +$1.11M 0.47% 34
2014
Q4 		– Sell
-47,499
Closed -$5.16M – 62
2014
Q3 		$5.16M Buy
47,499
+6,300
+15% +$687K 2.61% 14
2014
Q2 		$4.49M Buy
41,199
+6,925
+20% +$748K 2.41% 17
2014
Q1 		$3.66M Buy
34,274
+1,350
+4% +$143K 2.22% 17
2013
Q4 		$3.48M Buy
+32,924
New +$3.49M 2.45% 16

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bouchey Financial Group's BOND Position: Q2 2019 in Review

Bouchey Financial Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2019, closing a stake of 123,907 shares — an estimated $13.1M sold.

Bouchey Financial Group first reported a position in BOND in Q4 2013 and held it in 18 quarters. The position peaked at $14.2M in Q4 2017. 256 funds tracked by Wall St. Rank hold BOND as of Q2 2019.

  • Bouchey Financial Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • Bouchey Financial Group sold 123,907 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2019, an estimated $13.1M.
  • Bouchey Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2013 and held it in 18 quarters.
  • Bouchey Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $14.2M in Q4 2017.
  • 256 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2019.

Based on Bouchey Financial Group's 13F filing for Q2 2019, filed 11 Jul 2019.