Granite Bay Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Granite Bay Wealth Management’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	-2,606	Closed	-$265K	–	57
2022 Q1	$265K	Sell	2,606 -347	-12%	-$36.5K	0.21%	51
2021 Q4	$313K	Buy	+2,953	New	+$324K	0.31%	37

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

Granite Bay Wealth Management's BOND Position: Q2 2022 in Review

Granite Bay Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 2,606 shares — an estimated $265K sold.

Granite Bay Wealth Management first reported a position in BOND in Q4 2021 and held it in 2 quarters. The position peaked at $313K in Q4 2021. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

Granite Bay Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Granite Bay Wealth Management sold 2,606 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $265K.
Granite Bay Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
Granite Bay Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $313K in Q4 2021.
378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Granite Bay Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.