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

Hoover Financial 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
2021 Q2	$58K	Sell	525 -56	-10%	-$6.18K	0.01%	259
2021 Q1	$64K	Sell	581 -199	-26%	-$22.2K	0.01%	242
2020 Q4	$88K	Sell	780 -170	-18%	-$19.1K	0.02%	183
2020 Q3	$107K	Buy	950 +84	+10%	+$9.44K	0.04%	117
2020 Q2	$97K	Buy	+866	New	+$94.8K	0.04%	138
2020 Q1	–	Sell	-4,690	Closed	-$506K	–	86
2019 Q4	$506K	Buy	+4,690	New	+$508K	0.25%	47

Other funds holding BOND

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hoover Financial Advisors's BOND Position: Q2 2021 in Review

Hoover Financial Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 9.6% in Q2 2021, selling an estimated $6.18K and leaving 525 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #259.

Hoover Financial Advisors first reported a position in BOND in Q4 2019 and has held it in 6 quarters since. The position peaked at $506K in Q4 2019. 383 funds tracked by Wall St. Rank hold BOND as of Q2 2021.

Hoover Financial Advisors held 525 shares of PIMCO Active Bond Exchange-Traded Fund worth $58K as of Q2 2021.
Hoover Financial Advisors sold 56 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2021, an estimated $6.18K.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #259 holding.
Hoover Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 6 quarters since.
Hoover Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $506K in Q4 2019.
383 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.