Founders Financial Alliance’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Founders Financial Alliance’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	–	Sell	-11	Closed	-$1K	–	482
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	446
2021 Q2	$1K	Buy	+11	New	+$1.21K	﹤0.01%	467
2020 Q4	–	Sell	-11	Closed	-$1K	–	537
2020 Q3	$1K	Buy	+11	New	+$1.24K	﹤0.01%	1269

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Founders Financial Alliance's BOND Position: Q4 2021 in Review

Founders Financial Alliance sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2021, closing a stake of 11 shares — an estimated $1K sold.

Founders Financial Alliance first reported a position in BOND in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 410 funds tracked by Wall St. Rank hold BOND as of Q4 2021.

Founders Financial Alliance reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Founders Financial Alliance sold 11 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2021, an estimated $1K.
Founders Financial Alliance first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and held it in 3 quarters.
Founders Financial Alliance's PIMCO Active Bond Exchange-Traded Fund position peaked at $1K in Q3 2021.
410 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2021.

Based on Founders Financial Alliance's 13F filing for Q4 2021, filed 14 Feb 2022.