Certified Advisory Corp’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Certified Advisory Corp’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	-325	Closed	-$35K	–	768
2019 Q4	$35K	Buy	+325	New	+$35.2K	0.01%	366

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Certified Advisory Corp's BOND Position: Q1 2020 in Review

Certified Advisory Corp sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2020, closing a stake of 325 shares — an estimated $35K sold.

Certified Advisory Corp first reported a position in BOND in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 321 funds tracked by Wall St. Rank hold BOND as of Q1 2020.

Certified Advisory Corp reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
Certified Advisory Corp sold 325 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2020, an estimated $35K.
Certified Advisory Corp first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 1 quarter.
Certified Advisory Corp's PIMCO Active Bond Exchange-Traded Fund position peaked at $35K in Q4 2019.
321 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2020.

Based on Certified Advisory Corp's 13F filing for Q1 2020, filed 27 Apr 2020.