Clear Perspectives Financial Planning’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Clear Perspectives Financial Planning’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	-400	Closed	-$41K	–	211
2022 Q1	$41K	Hold	400	–	–	0.02%	101
2021 Q4	$44K	Hold	400	–	–	0.02%	109
2021 Q3	$44K	Hold	400	–	–	0.02%	102
2021 Q2	$44K	Hold	400	–	–	0.02%	102
2021 Q1	$44K	Buy	+400	New	+$44.5K	0.03%	92

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

YAL

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

Clear Perspectives Financial Planning's BOND Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 400 shares — an estimated $41K sold.

Clear Perspectives Financial Planning first reported a position in BOND in Q1 2021 and held it in 5 quarters. The position peaked at $44K in Q4 2021. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 400 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $41K.
Clear Perspectives Financial Planning first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and held it in 5 quarters.
Clear Perspectives Financial Planning's PIMCO Active Bond Exchange-Traded Fund position peaked at $44K in Q4 2021.
378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.