Ford Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Ford Financial Group’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
2023 Q1	–	Sell	-6,430	Closed	-$582K	–	16
2022 Q4	$582K	Buy	+6,430	New	+$578K	0.23%	71
2022 Q1	–	Sell	-463	Closed	-$50	–	167
2021 Q4	$50	Buy	+463	New	+$50.8K	0.01%	215
2021 Q3	–	Sell	-457	Closed	-$50K	–	167
2021 Q2	$50K	Buy	+457	New	+$50.4K	0.02%	210
2018 Q1	–	Sell	-411	Closed	-$43K	–	91
2017 Q4	$43K	Buy	+411	New	+$43.7K	0.03%	102

Other funds holding BOND

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

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ford Financial Group's BOND Position: Q1 2023 in Review

Ford Financial Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2023, closing a stake of 6,430 shares — an estimated $582K sold.

Ford Financial Group first reported a position in BOND in Q4 2017 and held it in 4 quarters. The position peaked at $582K in Q4 2022. 371 funds tracked by Wall St. Rank hold BOND as of Q1 2023.

Ford Financial Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 6,430 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2023, an estimated $582K.
Ford Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 4 quarters.
Ford Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $582K in Q4 2022.
371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.