CFO4Life’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

CFO4Life’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 Q4	$3.71M	Buy	+40,966	New	+$3.69M	0.79%	27

Other funds holding BOND

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

BCI

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

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

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

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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

CFO4Life's BOND Position: Q4 2022 in Review

CFO4Life opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2022: 40,966 shares worth $3.71M. The stake represents 0.79% of the portfolio and ranks #27 among its holdings.

368 funds tracked by Wall St. Rank hold BOND as of Q4 2022.

CFO4Life held 40,966 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.71M as of Q4 2022.
PIMCO Active Bond Exchange-Traded Fund was a new CFO4Life position in Q4 2022.
PIMCO Active Bond Exchange-Traded Fund made up 0.79% of CFO4Life's portfolio in Q4 2022, its #27 holding.
368 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.