Global Financial Private Client’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-53	Closed	-$5.38K	–	658
2022 Q1	$5.38K	Hold	53	–	–	﹤0.01%	459
2021 Q4	$5.8K	Hold	53	–	–	﹤0.01%	443
2021 Q3	$5.87K	Hold	53	–	–	﹤0.01%	391
2021 Q2	$5.86K	Hold	53	–	–	﹤0.01%	399
2021 Q1	$5.81K	Hold	53	–	–	﹤0.01%	348
2020 Q4	$6K	Hold	53	–	–	﹤0.01%	341
2020 Q3	$5.95K	Hold	53	–	–	0.01%	333
2020 Q2	$5.9K	Hold	53	–	–	0.01%	378
2020 Q1	$5.63K	Hold	53	–	–	0.01%	389
2019 Q4	$5.71K	Buy	+53	New	+$5.74K	﹤0.01%	409

Other funds holding BOND

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

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

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

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

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

YAL

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

Global Financial Private Client's BOND Position: Q2 2022 in Review

Global Financial Private Client sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 53 shares — an estimated $5.38K sold.

Global Financial Private Client first reported a position in BOND in Q4 2019 and held it in 10 quarters. The position peaked at $6K in Q4 2020. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

Global Financial Private Client reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Global Financial Private Client sold 53 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $5.38K.
Global Financial Private Client first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 10 quarters.
Global Financial Private Client's PIMCO Active Bond Exchange-Traded Fund position peaked at $6K in Q4 2020.
378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Global Financial Private Client's 13F filing for Q2 2022, filed 16 May 2024.