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

Huber 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
2020
Q1 		$1.22M Buy
11,510
+139
+1% +$15.1K 0.46% 27
2019
Q4 		$1.23M Buy
11,371
+2,302
+25% +$249K 0.43% 32
2019
Q3 		$988K Buy
9,069
+4,887
+117% +$529K 0.39% 38
2019
Q2 		$450K Buy
+4,182
New +$443K 0.2% 67

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Huber Financial Advisors's BOND Position: Q1 2020 in Review

Huber Financial Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.2% in Q1 2020, buying an estimated $15.1K and bringing the position to 11,510 shares worth $1.22M. The position accounts for 0.46% of the portfolio, ranked #27.

Huber Financial Advisors first reported a position in BOND in Q2 2019 and has held it in 4 quarters since. The position peaked at $1.23M in Q4 2019. 321 funds tracked by Wall St. Rank hold BOND as of Q1 2020.

  • Huber Financial Advisors held 11,510 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.22M as of Q1 2020.
  • Huber Financial Advisors bought 139 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2020, an estimated $15.1K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.46% of Huber Financial Advisors's portfolio in Q1 2020, its #27 holding.
  • Huber Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2019 and has held it in 4 quarters since.
  • Huber Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.23M in Q4 2019.
  • 321 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.