Crumly & Associates’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Crumly & Associates’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 Q2	–	Sell	-10,165	Closed	-$1.11M	–	98
2021 Q1	$1.11M	Sell	10,165 -389	-4%	-$43.3K	0.65%	30
2020 Q4	$1.19M	Sell	10,554 -16,293	-61%	-$1.83M	0.83%	25
2020 Q3	$3.02M	Buy	26,847 +19,062	+245%	+$2.14M	2.58%	15
2020 Q2	$869K	Buy	7,785 +732	+10%	+$80.2K	0.81%	23
2020 Q1	$749K	Sell	7,053 -1,497	-18%	-$163K	0.92%	22
2019 Q4	$922K	Buy	+8,550	New	+$926K	0.96%	22

Other funds holding BOND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crumly & Associates's BOND Position: Q2 2021 in Review

Crumly & Associates sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2021, closing a stake of 10,165 shares — an estimated $1.11M sold.

Crumly & Associates first reported a position in BOND in Q4 2019 and held it in 6 quarters. The position peaked at $3.02M in Q3 2020. 383 funds tracked by Wall St. Rank hold BOND as of Q2 2021.

Crumly & Associates reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
Crumly & Associates sold 10,165 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2021, an estimated $1.11M.
Crumly & Associates first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 6 quarters.
Crumly & Associates's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.02M in Q3 2020.
383 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2021.

Based on Crumly & Associates's 13F filing for Q2 2021, filed 9 Aug 2021.