Cardinal Point Wealth Management Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Cardinal Point Wealth Management Partners’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
2023 Q1	$13.8M	Buy	148,684 +2,235	+2%	+$207K	4.19%	6
2022 Q4	$13.3M	Buy	146,449 +53,793	+58%	+$4.84M	4.59%	6
2022 Q3	$8.27M	Sell	92,656 -4,970	-5%	-$470K	3.95%	7
2022 Q2	$9.3M	Sell	97,626 -231,629	-70%	-$22.5M	4.46%	7
2022 Q1	$33.5M	Sell	329,255 -24,976	-7%	-$2.63M	14.94%	2
2021 Q4	$38.8M	Buy	+354,231	New	+$38.9M	16.83%	2

Other funds holding BOND

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

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

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

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

BCI

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Cardinal Point Wealth Management Partners's BOND Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.5% in Q1 2023, buying an estimated $207K and bringing the position to 148,684 shares worth $13.8M. The position accounts for 4.19% of the portfolio, ranked #6.

Cardinal Point Wealth Management Partners first reported a position in BOND in Q4 2021 and has held it in 6 quarters since. The position peaked at $38.8M in Q4 2021. 371 funds tracked by Wall St. Rank hold BOND as of Q1 2023.

Cardinal Point Wealth Management Partners held 148,684 shares of PIMCO Active Bond Exchange-Traded Fund worth $13.8M as of Q1 2023.
Cardinal Point Wealth Management Partners bought 2,235 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2023, an estimated $207K.
PIMCO Active Bond Exchange-Traded Fund made up 4.19% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #6 holding.
Cardinal Point Wealth Management Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and has held it in 6 quarters since.
Cardinal Point Wealth Management Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $38.8M in Q4 2021.
371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.