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

Herold 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
2022
Q2 		– Sell
-137
Closed -$13.9K – 248
2022
Q1 		$13.9K Buy
+137
New +$14.4K 0.01% 558

Other funds holding BOND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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

Herold Advisors's BOND Position: Q4 2021 in Review

Herold Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2021, closing a stake of 137 shares — an estimated $15K sold.

Herold Advisors first reported a position in BOND in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 410 funds tracked by Wall St. Rank hold BOND as of Q4 2021.

  • Herold Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
  • Herold Advisors sold 137 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2021, an estimated $15K.
  • Herold Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2021 and held it in 1 quarter.
  • Herold Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $15K in Q3 2021.
  • 410 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2021.

Based on Herold Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.