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Donaldson Capital Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Donaldson Capital 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
2020
Q1 		– Sell
-3,000
Closed -$323K – 193
2019
Q4 		$323K Sell
3,000
-1,250
-29% -$135K 0.02% 178
2019
Q3 		$463K Buy
+4,250
New +$460K 0.03% 128

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Donaldson Capital Management's BOND Position: Q1 2020 in Review

Donaldson Capital Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2020, closing a stake of 3,000 shares — an estimated $323K sold.

Donaldson Capital Management first reported a position in BOND in Q3 2019 and held it in 2 quarters. The position peaked at $463K in Q3 2019. 321 funds tracked by Wall St. Rank hold BOND as of Q1 2020.

  • Donaldson Capital Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
  • Donaldson Capital Management sold 3,000 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2020, an estimated $323K.
  • Donaldson Capital Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2019 and held it in 2 quarters.
  • Donaldson Capital Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $463K in Q3 2019.
  • 321 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2020.

Based on Donaldson Capital Management's 13F filing for Q1 2020, filed 16 Apr 2020.