Clearview Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-317	Closed	-$29K	–	174
2023 Q2	$29K	Hold	317	–	–	0.03%	232
2023 Q1	$29.4K	Sell	317 -70	-18%	-$6.47K	0.03%	233
2022 Q4	$35K	Hold	387	–	–	0.03%	189
2022 Q3	$35K	Hold	387	–	–	0.03%	196
2022 Q2	$37K	Sell	387 -1,251	-76%	-$122K	0.03%	211
2022 Q1	$167K	Sell	1,638 -6,716	-80%	-$707K	0.11%	92
2021 Q4	$914K	Sell	8,354 -2,733	-25%	-$300K	0.56%	39
2021 Q3	$1.23M	Sell	11,087 -470	-4%	-$52.4K	0.78%	33
2021 Q2	$1.28M	Sell	11,557 -3,360	-23%	-$371K	0.79%	29
2021 Q1	$1.63M	Sell	14,917 -1,802	-11%	-$201K	1.06%	23
2020 Q4	$1.89M	Buy	+16,719	New	+$1.88M	1.27%	18

Other funds holding BOND

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Clearview Wealth Advisors's BOND Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2023, closing a stake of 317 shares — an estimated $29K sold.

Clearview Wealth Advisors first reported a position in BOND in Q4 2020 and held it in 11 quarters. The position peaked at $1.89M in Q4 2020. 363 funds tracked by Wall St. Rank hold BOND as of Q3 2023.

Clearview Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 317 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2023, an estimated $29K.
Clearview Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.89M in Q4 2020.
363 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.