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Emery Howard Portfolio Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Emery Howard Portfolio 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
2021
Q4 		$745K Sell
6,806
-357
-5% -$39.2K 0.1% 28
2021
Q3 		$792K Buy
7,163
+44
+0.6% +$4.91K 0.12% 25
2021
Q2 		$790K Buy
7,119
+44
+0.6% +$4.85K 0.12% 26
2021
Q1 		$774K Buy
7,075
+1,542
+28% +$172K 0.13% 22
2020
Q4 		$626K Buy
5,533
+32
+0.6% +$3.59K 0.11% 21
2020
Q3 		$618K Sell
5,501
-81
-1% -$9.11K 0.12% 21
2020
Q2 		$623K Buy
5,582
+50
+0.9% +$5.48K 0.13% 22
2020
Q1 		$587K Buy
5,532
+442
+9% +$48K 0.14% 23
2019
Q4 		$549K Buy
5,090
+140
+3% +$15.2K 0.1% 26
2019
Q3 		$539K Buy
4,950
+38
+0.8% +$4.11K 0.11% 26
2019
Q2 		$528K Buy
4,912
+243
+5% +$25.7K 0.11% 26
2019
Q1 		$493K Buy
4,669
+39
+0.8% +$4.05K 0.1% 28
2018
Q4 		$476K Buy
4,630
+724
+19% +$73.6K 0.11% 26
2018
Q3 		$400K Sell
3,906
-164
-4% -$16.9K 0.08% 28
2018
Q2 		$419K Buy
4,070
+946
+30% +$97.3K 0.09% 27
2018
Q1 		$326K Buy
3,124
+582
+23% +$60.8K 0.07% 31
2017
Q4 		$269K Sell
2,542
-156
-6% -$16.6K 0.06% 31
2017
Q3 		$288K Sell
2,698
-181
-6% -$19.3K 0.06% 31
2017
Q2 		$305K Sell
2,879
-363
-11% -$38.5K 0.07% 30
2017
Q1 		$341K Buy
3,242
+70
+2% +$7.33K 0.08% 29
2016
Q4 		$330K Sell
3,172
-688
-18% -$72.4K 0.08% 30
2016
Q3 		$417K Buy
3,860
+1,137
+42% +$122K 0.1% 28
2016
Q2 		$292K Buy
2,723
+198
+8% +$21K 0.07% 29
2016
Q1 		$266K Buy
2,525
+316
+14% +$33K 0.07% 29
2015
Q4 		$230K Buy
2,209
+185
+9% +$19.6K 0.06% 29
2015
Q3 		$213K Buy
+2,024
New +$216K 0.06% 30

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Emery Howard Portfolio Management's BOND Position: Q4 2021 in Review

Emery Howard Portfolio Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5% in Q4 2021, selling an estimated $39.2K and leaving 6,806 shares worth $745K. The position accounts for 0.1% of the portfolio, ranked #28.

Emery Howard Portfolio Management first reported a position in BOND in Q3 2015 and has held it in 26 quarters since. The position peaked at $792K in Q3 2021. 410 funds tracked by Wall St. Rank hold BOND as of Q4 2021.

  • Emery Howard Portfolio Management held 6,806 shares of PIMCO Active Bond Exchange-Traded Fund worth $745K as of Q4 2021.
  • Emery Howard Portfolio Management sold 357 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2021, an estimated $39.2K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.1% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #28 holding.
  • Emery Howard Portfolio Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2015 and has held it in 26 quarters since.
  • Emery Howard Portfolio Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $792K in Q3 2021.
  • 410 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.