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Eagle Strategies’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Eagle Strategies’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
-2,249
Closed -$229K – 134
2022
Q1 		$229K Sell
2,249
-3,689
-62% -$388K 0.09% 126
2021
Q4 		$650K Buy
+5,938
New +$652K 0.25% 73

Other funds holding BOND

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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

Eagle Strategies's BOND Position: Q2 2022 in Review

Eagle Strategies sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 2,249 shares — an estimated $229K sold.

Eagle Strategies first reported a position in BOND in Q4 2021 and held it in 2 quarters. The position peaked at $650K in Q4 2021. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

  • Eagle Strategies reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Eagle Strategies sold 2,249 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $229K.
  • Eagle Strategies first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
  • Eagle Strategies's PIMCO Active Bond Exchange-Traded Fund position peaked at $650K in Q4 2021.
  • 378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Eagle Strategies's 13F filing for Q2 2022, filed 10 Aug 2022.