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

Cardinal Point Wealth Management’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 Q3	$38.3M	Buy	346,378 +14,307	+4%	+$1.6M	18%	2
2021 Q2	$36.8M	Buy	332,071 +4,410	+1%	+$486K	16.65%	2
2021 Q1	$35.9M	Buy	327,661 +28,942	+10%	+$3.22M	18.07%	2
2020 Q4	$33.8M	Buy	+298,719	New	+$33.5M	17.18%	2

Other funds holding BOND

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

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

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

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

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

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

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

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

BCI

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

Cardinal Point Wealth Management's BOND Position: Q3 2021 in Review

Cardinal Point Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.3% in Q3 2021, buying an estimated $1.6M and bringing the position to 346,378 shares worth $38.3M. The position accounts for 18% of the portfolio, ranked #2.

Cardinal Point Wealth Management first reported a position in BOND in Q4 2020 and has held it in 4 quarters since. 381 funds tracked by Wall St. Rank hold BOND as of Q3 2021.

Cardinal Point Wealth Management held 346,378 shares of PIMCO Active Bond Exchange-Traded Fund worth $38.3M as of Q3 2021.
Cardinal Point Wealth Management bought 14,307 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2021, an estimated $1.6M.
PIMCO Active Bond Exchange-Traded Fund made up 18% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #2 holding.
Cardinal Point Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 4 quarters since.
381 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.