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

Inspirion 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
2021 Q1	–	Sell	-2,002	Closed	-$226K	–	86
2020 Q4	$226K	Sell	2,002 -1,095	-35%	-$123K	0.06%	77
2020 Q3	$348K	Sell	3,097 -5,241	-63%	-$589K	0.12%	56
2020 Q2	$930K	Buy	8,338 +1,085	+15%	+$119K	0.37%	27
2020 Q1	$770K	Buy	+7,253	New	+$788K	0.38%	30

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

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

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

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

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

Inspirion Wealth Advisors's BOND Position: Q1 2021 in Review

Inspirion Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2021, closing a stake of 2,002 shares — an estimated $226K sold.

Inspirion Wealth Advisors first reported a position in BOND in Q1 2020 and held it in 4 quarters. The position peaked at $930K in Q2 2020. 381 funds tracked by Wall St. Rank hold BOND as of Q1 2021.

Inspirion Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
Inspirion Wealth Advisors sold 2,002 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2021, an estimated $226K.
Inspirion Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and held it in 4 quarters.
Inspirion Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $930K in Q2 2020.
381 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2021.

Based on Inspirion Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.