Graves Light Lenhart Wealth’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-412	Closed	-$39K	–	218
2022 Q2	$39K	Hold	412	–	–	0.01%	329
2022 Q1	$42K	Hold	412	–	–	0.01%	370
2021 Q4	$45K	Hold	412	–	–	0.01%	412
2021 Q3	$46K	Hold	412	–	–	0.01%	383
2021 Q2	$46K	Hold	412	–	–	0.01%	391
2021 Q1	$45K	Sell	412 -73	-15%	-$8.13K	0.01%	399
2020 Q4	$55K	Buy	+485	New	+$54.5K	0.01%	355

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

YAL

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Graves Light Lenhart Wealth's BOND Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2022, closing a stake of 412 shares — an estimated $39K sold.

Graves Light Lenhart Wealth first reported a position in BOND in Q4 2020 and held it in 7 quarters. The position peaked at $55K in Q4 2020. 339 funds tracked by Wall St. Rank hold BOND as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 412 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2022, an estimated $39K.
Graves Light Lenhart Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $55K in Q4 2020.
339 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.