Choate Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Choate Investment Advisors’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 Q3	–	Sell	-5,647	Closed	-$538K	–	297
2022 Q2	$538K	Buy	+5,647	New	+$549K	0.03%	163
2016 Q1	–	Sell	-4,185	Closed	-$449K	–	249
2015 Q4	$449K	Buy	+4,185	New	+$443K	0.03%	176
2015 Q1	–	Sell	-4,185	Closed	-$449K	–	259
2014 Q4	$449K	Sell	4,185 -6,456	-61%	-$704K	0.03%	177
2014 Q3	$1.16M	Sell	10,641 -52,659	-83%	-$5.74M	0.07%	109
2014 Q2	$6.9M	Buy	63,300 +48,015	+314%	+$5.18M	0.4%	29
2014 Q1	$1.63M	Buy	15,285 +13,345	+688%	+$1.42M	0.1%	95
2013 Q4	$203K	Buy	+1,940	New	+$205K	0.01%	256

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

BCI

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

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

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Choate Investment Advisors's BOND Position: Q3 2022 in Review

Choate Investment Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2022, closing a stake of 5,647 shares — an estimated $538K sold.

Choate Investment Advisors first reported a position in BOND in Q4 2013 and held it in 7 quarters. The position peaked at $6.9M in Q2 2014. 339 funds tracked by Wall St. Rank hold BOND as of Q3 2022.

Choate Investment Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Choate Investment Advisors sold 5,647 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2022, an estimated $538K.
Choate Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2013 and held it in 7 quarters.
Choate Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.9M in Q2 2014.
339 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2022.

Based on Choate Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.