Focus Financial Network’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Focus Financial Network’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
2024 Q1	–	Sell	-9,191	Closed	-$853K	–	643
2023 Q4	$853K	Buy	+9,191	New	+$815K	0.03%	349
2020 Q4	–	Sell	-10,064	Closed	-$1.13M	–	434
2020 Q3	$1.13M	Buy	+10,064	New	+$1.13M	0.11%	170
2020 Q2	–	Sell	-11,204	Closed	-$1.19M	–	393
2020 Q1	$1.19M	Buy	11,204 +571	+5%	+$62K	0.16%	127
2019 Q4	$1.15M	Buy	10,633 +5,455	+105%	+$591K	0.14%	140
2019 Q3	$564K	Buy	5,178 +2,335	+82%	+$253K	0.08%	204
2019 Q2	$306K	Buy	+2,843	New	+$301K	0.05%	283

Other funds holding BOND

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Focus Financial Network's BOND Position: Q1 2024 in Review

Focus Financial Network sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2024, closing a stake of 9,191 shares — an estimated $853K sold.

Focus Financial Network first reported a position in BOND in Q2 2019 and held it in 6 quarters. The position peaked at $1.19M in Q1 2020. 397 funds tracked by Wall St. Rank hold BOND as of Q1 2024.

Focus Financial Network reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Focus Financial Network sold 9,191 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2024, an estimated $853K.
Focus Financial Network first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2019 and held it in 6 quarters.
Focus Financial Network's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.19M in Q1 2020.
397 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.