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

Elk River 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 Q1	–	Sell	-3,460	Closed	-$379K	–	118
2021 Q4	$379K	Sell	3,460 -222	-6%	-$24.4K	0.09%	99
2021 Q3	$407K	Buy	3,682 +1	+0%	+$111	0.1%	88
2021 Q2	$408K	Hold	3,681	–	–	0.11%	87
2021 Q1	$403K	Sell	3,681 -1,175	-24%	-$131K	0.11%	84
2020 Q4	$550K	Buy	+4,856	New	+$545K	0.18%	77

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Elk River Wealth Management's BOND Position: Q1 2022 in Review

Elk River Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2022, closing a stake of 3,460 shares — an estimated $379K sold.

Elk River Wealth Management first reported a position in BOND in Q4 2020 and held it in 5 quarters. The position peaked at $550K in Q4 2020. 402 funds tracked by Wall St. Rank hold BOND as of Q1 2022.

Elk River Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Elk River Wealth Management sold 3,460 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2022, an estimated $379K.
Elk River Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 5 quarters.
Elk River Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $550K in Q4 2020.
402 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2022.

Based on Elk River Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.