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

Hilltop 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
2020 Q1	–	Sell	-2,438	Closed	-$263K	–	26
2019 Q4	$263K	Buy	+2,438	New	+$264K	0.27%	27

Other funds holding BOND

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

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

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

KFA

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Hilltop Wealth Advisors's BOND Position: Q1 2020 in Review

Hilltop Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2020, closing a stake of 2,438 shares — an estimated $263K sold.

Hilltop Wealth Advisors first reported a position in BOND in Q4 2019 and held it in 1 quarter. The position peaked at $263K in Q4 2019. 321 funds tracked by Wall St. Rank hold BOND as of Q1 2020.

Hilltop Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
Hilltop Wealth Advisors sold 2,438 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2020, an estimated $263K.
Hilltop Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 1 quarter.
Hilltop Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $263K in Q4 2019.
321 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2020.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.