FundX Investment Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

FundX Investment 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
2020 Q2	–	Sell	-127,146	Closed	-$13.5M	–	38
2020 Q1	$13.5M	Sell	127,146 -44,787	-26%	-$4.87M	4.96%	7
2019 Q4	$18.5M	Sell	171,933 -7,519	-4%	-$814K	5%	6
2019 Q3	$19.5M	Buy	179,452 +392	+0.2%	+$42.4K	6.94%	7
2019 Q2	$19.2M	Buy	179,060 +6,896	+4%	+$730K	7.96%	6
2019 Q1	$18.2M	Buy	+172,164	New	+$17.9M	6.17%	6
2015 Q3	–	Sell	-178,251	Closed	-$19.1M	–	17
2015 Q2	$19.1M	Sell	178,251 -13,072	-7%	-$1.42M	7.9%	5
2015 Q1	$21.1M	Buy	+191,323	New	+$20.9M	6.5%	7
2014 Q1	–	Sell	-5,261	Closed	-$551K	–	18
2013 Q4	$551K	Sell	5,261 -438	-8%	-$46.4K	0.24%	19
2013 Q3	$603K	Sell	5,699 -1,166	-17%	-$122K	0.24%	18
2013 Q2	$724K	Buy	+6,865	New	+$749K	0.31%	19

Other funds holding BOND

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

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

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

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

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

FundX Investment Group's BOND Position: Q2 2020 in Review

FundX Investment Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2020, closing a stake of 127,146 shares — an estimated $13.5M sold.

FundX Investment Group first reported a position in BOND in Q2 2013 and held it in 10 quarters. The position peaked at $21.1M in Q1 2015. 318 funds tracked by Wall St. Rank hold BOND as of Q2 2020.

FundX Investment Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
FundX Investment Group sold 127,146 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2020, an estimated $13.5M.
FundX Investment Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 10 quarters.
FundX Investment Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $21.1M in Q1 2015.
318 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2020.

Based on FundX Investment Group's 13F filing for Q2 2020, filed 11 Aug 2020.