Danda Trouve Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Danda Trouve Investment 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 Q3	$30K	Buy	338 +1	+0.3%	+$95	0.06%	57
2022 Q2	$32K	Hold	337	–	–	0.05%	53
2022 Q1	$34K	Buy	337 +1	+0.3%	+$105	0.04%	64
2021 Q4	$37K	Hold	336	–	–	0.04%	78
2021 Q3	$37K	Buy	336 +1	+0.3%	+$111	0.04%	77
2021 Q2	$37K	Hold	335	–	–	0.04%	70
2021 Q1	$37K	Buy	335 +155	+86%	+$17.3K	0.05%	68
2020 Q4	$20K	Buy	+180	New	+$20.2K	0.02%	85

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

YAL

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Danda Trouve Investment Management's BOND Position: Q3 2022 in Review

Danda Trouve Investment Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.3% in Q3 2022, buying an estimated $95 and bringing the position to 338 shares worth $30K. The position accounts for 0.06% of the portfolio, ranked #57.

Danda Trouve Investment Management first reported a position in BOND in Q4 2020 and has held it in 8 quarters since. The position peaked at $37K in Q4 2021. 339 funds tracked by Wall St. Rank hold BOND as of Q3 2022.

Danda Trouve Investment Management held 338 shares of PIMCO Active Bond Exchange-Traded Fund worth $30K as of Q3 2022.
Danda Trouve Investment Management bought 1 PIMCO Active Bond Exchange-Traded Fund share in Q3 2022, an estimated $95.
PIMCO Active Bond Exchange-Traded Fund made up 0.06% of Danda Trouve Investment Management's portfolio in Q3 2022, its #57 holding.
Danda Trouve Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 8 quarters since.
Danda Trouve Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $37K in Q4 2021.
339 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.