Glassman Wealth Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Glassman Wealth Services’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
2022 Q1	–	Sell	-378	Closed	-$41K	–	1658
2021 Q4	$41K	Buy	378 +362	+2,263%	+$39.8K	0.01%	414
2021 Q3	$2K	Hold	16	–	–	﹤0.01%	1142
2021 Q2	$2K	Hold	16	–	–	﹤0.01%	1115
2021 Q1	$2K	Hold	16	–	–	﹤0.01%	1066
2020 Q4	$2K	Hold	16	–	–	﹤0.01%	1040
2020 Q3	$2K	Hold	16	–	–	﹤0.01%	967
2020 Q2	$2K	Hold	16	–	–	﹤0.01%	826
2020 Q1	$2K	Hold	16	–	–	﹤0.01%	678
2019 Q4	$2K	Hold	16	–	–	﹤0.01%	729
2019 Q3	$2K	Hold	16	–	–	﹤0.01%	676
2019 Q2	$2K	Hold	16	–	–	﹤0.01%	698
2019 Q1	$2K	Hold	16	–	–	﹤0.01%	677
2018 Q4	$2K	Hold	16	–	–	﹤0.01%	526
2018 Q3	$2K	Hold	16	–	–	﹤0.01%	577
2018 Q2	$2K	Buy	+16	New	+$1.65K	﹤0.01%	544

Other funds holding BOND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glassman Wealth Services's BOND Position: Q1 2022 in Review

Glassman Wealth Services sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2022, closing a stake of 378 shares — an estimated $41K sold.

Glassman Wealth Services first reported a position in BOND in Q2 2018 and held it in 15 quarters. The position peaked at $41K in Q4 2021. 402 funds tracked by Wall St. Rank hold BOND as of Q1 2022.

Glassman Wealth Services reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Glassman Wealth Services sold 378 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2022, an estimated $41K.
Glassman Wealth Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2018 and held it in 15 quarters.
Glassman Wealth Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $41K in Q4 2021.
402 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.