Cranbrook Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Cranbrook Wealth Management’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	-376	Closed	-$38K	–	311
2022 Q1	$38K	Hold	376	–	–	0.01%	203
2021 Q4	$41K	Hold	376	–	–	0.01%	197
2021 Q3	$42K	Hold	376	–	–	0.01%	207
2021 Q2	$42K	Hold	376	–	–	0.01%	199
2021 Q1	$41K	Hold	376	–	–	0.01%	198
2020 Q4	$43K	Buy	+376	New	+$42.2K	0.01%	168

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

Cranbrook Wealth Management's BOND Position: Q2 2022 in Review

Cranbrook Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 376 shares — an estimated $38K sold.

Cranbrook Wealth Management first reported a position in BOND in Q4 2020 and held it in 6 quarters. The position peaked at $43K in Q4 2020. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

Cranbrook Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Cranbrook Wealth Management sold 376 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $38K.
Cranbrook Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 6 quarters.
Cranbrook Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $43K in Q4 2020.
378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Cranbrook Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.