CBFP
BOND icon

Cedar Brook Financial Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Cedar Brook Financial 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
2022
Q2 		– Sell
-1,979
Closed -$201K – 349
2022
Q1 		$201K Sell
1,979
-413
-17% -$43.5K 0.05% 365
2021
Q4 		$262K Buy
2,392
+140
+6% +$15.4K 0.07% 307
2021
Q3 		$249K Sell
2,252
-625
-22% -$69.7K 0.07% 281
2021
Q2 		$319K Buy
2,877
+24
+0.8% +$2.65K 0.09% 253
2021
Q1 		$312K Sell
2,853
-207
-7% -$23K 0.11% 214
2020
Q4 		$346K Buy
3,060
+97
+3% +$10.9K 0.12% 190
2020
Q3 		$333K Buy
2,963
+228
+8% +$25.6K 0.13% 183
2020
Q2 		$305K Buy
2,735
+22
+0.8% +$2.41K 0.14% 186
2020
Q1 		$288K Buy
2,713
+36
+1% +$3.91K 0.16% 173
2019
Q4 		$289K Buy
2,677
+132
+5% +$14.3K 0.12% 209
2019
Q3 		$277K Buy
2,545
+20
+0.8% +$2.17K 0.12% 217
2019
Q2 		$271K Buy
2,525
+12
+0.5% +$1.27K 0.13% 222
2019
Q1 		$265K Buy
2,513
+459
+22% +$47.7K 0.13% 217
2018
Q4 		$211K Buy
+2,054
New +$209K 0.13% 219

Other funds holding BOND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

Cedar Brook Financial Partners's BOND Position: Q2 2022 in Review

Cedar Brook Financial Partners sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 1,979 shares — an estimated $201K sold.

Cedar Brook Financial Partners first reported a position in BOND in Q4 2018 and held it in 14 quarters. The position peaked at $346K in Q4 2020. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

  • Cedar Brook Financial Partners reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,979 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $201K.
  • Cedar Brook Financial Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and held it in 14 quarters.
  • Cedar Brook Financial Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $346K in Q4 2020.
  • 378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2022, filed 12 Aug 2022.