HI
PBND

Harbour Investments’s Invesco PureBeta US Aggregate Bond ETF PBND Stock Holding History

Harbour Investments’s Portfolio PBND Stock Details PBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-391
Closed -$10K – 4089
2021
Q2 		$10K Buy
391
+2
+0.5% +$52 ﹤0.01% 2763
2021
Q1 		$10K Buy
+389
New +$10.2K ﹤0.01% 2638

Other funds holding PBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Harbour Investments's PBND Position: Q3 2021 in Review

Harbour Investments sold out of Invesco PureBeta US Aggregate Bond ETF (PBND) in Q3 2021, closing a stake of 391 shares — an estimated $10K sold.

Harbour Investments first reported a position in PBND in Q1 2021 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 10 funds tracked by Wall St. Rank hold PBND as of Q3 2021.

  • Harbour Investments reported no remaining Invesco PureBeta US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Harbour Investments sold 391 Invesco PureBeta US Aggregate Bond ETF shares in Q3 2021, an estimated $10K.
  • Harbour Investments first reported a position in Invesco PureBeta US Aggregate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Harbour Investments's Invesco PureBeta US Aggregate Bond ETF position peaked at $10K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Invesco PureBeta US Aggregate Bond ETF as of Q3 2021.

Based on Harbour Investments's 13F filing for Q3 2021, filed 15 Nov 2021.