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Great Lakes Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Great Lakes Advisors’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
2023
Q2 		– Sell
-50
Closed -$4.64K – 757
2023
Q1 		$4.64K Buy
+50
New +$4.62K ﹤0.01% 807
2013
Q4 		– Sell
-3,500
Closed -$371K – 364
2013
Q3 		$371K Hold
3,500
– – 0.02% 280
2013
Q2 		$369K Buy
+3,500
New +$382K 0.02% 277

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Great Lakes Advisors's BOND Position: Q2 2023 in Review

Great Lakes Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2023, closing a stake of 50 shares — an estimated $4.64K sold.

Great Lakes Advisors first reported a position in BOND in Q2 2013 and held it in 3 quarters. The position peaked at $371K in Q3 2013. 371 funds tracked by Wall St. Rank hold BOND as of Q2 2023.

  • Great Lakes Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Great Lakes Advisors sold 50 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2023, an estimated $4.64K.
  • Great Lakes Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 3 quarters.
  • Great Lakes Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $371K in Q3 2013.
  • 371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2023.

Based on Great Lakes Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.