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Claremont Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Claremont Financial Group’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
Q1 		$1.55M Buy
15,448
+15,377
+21,658% +$1.62M 6.62% 6
2021
Q4 		$1.81K Buy
+71
New +$7.8K 7.91% 6

Other funds holding BOND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Claremont Financial Group's BOND Position: Q1 2022 in Review

Claremont Financial Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 21,658% in Q1 2022, buying an estimated $1.62M and bringing the position to 15,448 shares worth $1.55M. The position accounts for 6.62% of the portfolio, ranked #6.

Claremont Financial Group first reported a position in BOND in Q4 2021 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold BOND as of Q1 2022.

  • Claremont Financial Group held 15,448 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.55M as of Q1 2022.
  • Claremont Financial Group bought 15,377 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2022, an estimated $1.62M.
  • PIMCO Active Bond Exchange-Traded Fund made up 6.62% of Claremont Financial Group's portfolio in Q1 2022, its #6 holding.
  • Claremont Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and has held it in 2 quarters since.
  • 402 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2022.

Based on Claremont Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.