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Ellevest Inc’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Ellevest Inc’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
-202
Closed -$21K – 1415
2022
Q1 		$21K Buy
+202
New +$21.3K ﹤0.01% 727

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Mercer Global Advisors
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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

Ellevest Inc's BOND Position: Q2 2022 in Review

Ellevest Inc sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 202 shares — an estimated $21K sold.

Ellevest Inc first reported a position in BOND in Q1 2022 and held it in 1 quarter. The position peaked at $21K in Q1 2022. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

  • Ellevest Inc reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Ellevest Inc sold 202 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $21K.
  • Ellevest Inc first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2022 and held it in 1 quarter.
  • Ellevest Inc's PIMCO Active Bond Exchange-Traded Fund position peaked at $21K in Q1 2022.
  • 378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.