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Brendel Financial Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Brendel Financial 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
Q1 		– Sell
-2,475
Closed -$267K – 72
2019
Q4 		$267K Buy
+2,475
New +$268K 0.23% 74

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KFA
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Royal Bank of Canada
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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JP Morgan Chase
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Brendel Financial Advisors's BOND Position: Q1 2020 in Review

Brendel Financial Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2020, closing a stake of 2,475 shares — an estimated $267K sold.

Brendel Financial Advisors first reported a position in BOND in Q4 2019 and held it in 1 quarter. The position peaked at $267K in Q4 2019. 321 funds tracked by Wall St. Rank hold BOND as of Q1 2020.

  • Brendel Financial Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
  • Brendel Financial Advisors sold 2,475 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2020, an estimated $267K.
  • Brendel Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 1 quarter.
  • Brendel Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $267K in Q4 2019.
  • 321 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2020.

Based on Brendel Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.