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IFC Holdings’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-3,013
Closed -$320K – 41
2017
Q4 		$320K Buy
+3,013
New +$320K 0.02% 380
2017
Q3 		– Sell
-3,508
Closed -$373K – 519
2017
Q2 		$373K Buy
3,508
+680
+24% +$72K 0.03% 345
2017
Q1 		$298K Sell
2,828
-45
-2% -$4.71K 0.03% 347
2016
Q4 		$299K Sell
2,873
-120
-4% -$12.6K 0.03% 314
2016
Q3 		$322K Buy
2,993
+427
+17% +$45.9K 0.03% 287
2016
Q2 		$275K Buy
2,566
+319
+14% +$33.8K 0.03% 297
2016
Q1 		$237K Sell
2,247
-676
-23% -$70.5K 0.03% 319
2015
Q4 		$304K Sell
2,923
-170
-5% -$18K 0.04% 273
2015
Q3 		$330K Buy
3,093
+101
+3% +$10.8K 0.05% 250
2015
Q2 		$318K Buy
2,992
+9
+0.3% +$974 0.05% 279
2015
Q1 		$329K Buy
2,983
+59
+2% +$6.46K 0.05% 266
2014
Q4 		$318K Sell
2,924
-141
-5% -$15.4K 0.05% 262
2014
Q3 		$333K Buy
3,065
+4
+0.1% +$436 0.06% 239
2014
Q2 		$333K Sell
3,061
-8,221
-73% -$888K 0.06% 240
2014
Q1 		$1.2M Sell
11,282
-236
-2% -$25.1K 0.25% 89
2013
Q4 		$1.2M Sell
11,518
-484
-4% -$51.3K 0.25% 93
2013
Q3 		$1.28M Sell
12,002
-847
-7% -$89K 0.28% 96
2013
Q2 		$1.35M Buy
+12,849
New +$1.4M 0.32% 76

Other funds holding BOND

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFC Holdings's BOND Position: Q1 2018 in Review

IFC Holdings sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2018, closing a stake of 3,013 shares — an estimated $320K sold.

IFC Holdings first reported a position in BOND in Q2 2013 and held it in 18 quarters. The position peaked at $1.35M in Q2 2013. 225 funds tracked by Wall St. Rank hold BOND as of Q1 2018.

  • IFC Holdings reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 3,013 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2018, an estimated $320K.
  • IFC Holdings first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 18 quarters.
  • IFC Holdings's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.35M in Q2 2013.
  • 225 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.