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Consolidated Planning Corp’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-665
Closed -$74K – 112
2021
Q3 		$74K Buy
+665
New +$74.1K 0.05% 127

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HHGA
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Mercer Global Advisors
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Carson Wealth (CWM LLC)
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
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Consolidated Planning Corp's BOND Position: Q4 2021 in Review

Consolidated Planning Corp sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2021, closing a stake of 665 shares — an estimated $74K sold.

Consolidated Planning Corp first reported a position in BOND in Q3 2021 and held it in 1 quarter. The position peaked at $74K in Q3 2021. 410 funds tracked by Wall St. Rank hold BOND as of Q4 2021.

  • Consolidated Planning Corp reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 665 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2021, an estimated $74K.
  • Consolidated Planning Corp first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's PIMCO Active Bond Exchange-Traded Fund position peaked at $74K in Q3 2021.
  • 410 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.