Guidant Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Guidant Wealth 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
2019 Q1	–	Sell	-83	Closed	-$8K	–	260
2018 Q4	$8K	Hold	83	–	–	﹤0.01%	202
2018 Q3	$8K	Hold	83	–	–	﹤0.01%	150
2018 Q2	$8K	Hold	83	–	–	﹤0.01%	152
2018 Q1	$8K	Hold	83	–	–	﹤0.01%	154
2017 Q4	$8K	Sell	83 -281	-77%	-$29.9K	﹤0.01%	156
2017 Q3	$38K	Hold	364	–	–	0.03%	82
2017 Q2	$38K	Sell	364 -1,124	-76%	-$119K	0.02%	122
2017 Q1	$157K	Sell	1,488 -3,160	-68%	-$331K	0.08%	74
2016 Q4	$486K	Sell	4,648 -12,524	-73%	-$1.32M	0.28%	52
2016 Q3	$1.84M	Buy	+17,172	New	+$1.85M	1.13%	29

Other funds holding BOND

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

RMC

Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Guidant Wealth Advisors's BOND Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2019, closing a stake of 83 shares — an estimated $8K sold.

Guidant Wealth Advisors first reported a position in BOND in Q3 2016 and held it in 10 quarters. The position peaked at $1.84M in Q3 2016. 247 funds tracked by Wall St. Rank hold BOND as of Q1 2019.

Guidant Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 83 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2019, an estimated $8K.
Guidant Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2016 and held it in 10 quarters.
Guidant Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.84M in Q3 2016.
247 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.