Investors Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Investors Financial Group’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
2022 Q1	–	Sell	-9,106	Closed	-$996K	–	25
2021 Q4	$996K	Sell	9,106 -386	-4%	-$42.4K	0.46%	59
2021 Q3	$1.05M	Sell	9,492 -35	-0.4%	-$3.9K	0.55%	50
2021 Q2	$1.06M	Buy	9,527 +283	+3%	+$31.2K	0.57%	46
2021 Q1	$1.01M	Buy	9,244 +581	+7%	+$64.7K	0.59%	45
2020 Q4	$980K	Buy	8,663 +134	+2%	+$15K	0.65%	43
2020 Q3	$959K	Buy	8,529 +1,161	+16%	+$131K	0.72%	35
2020 Q2	$822K	Buy	7,368 +607	+9%	+$66.5K	0.68%	38
2020 Q1	$718K	Buy	6,761 +436	+7%	+$47.4K	0.73%	36
2019 Q4	$682K	Buy	+6,325	New	+$685K	0.56%	52

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Investors Financial Group's BOND Position: Q1 2022 in Review

Investors Financial Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2022, closing a stake of 9,106 shares — an estimated $996K sold.

Investors Financial Group first reported a position in BOND in Q4 2019 and held it in 9 quarters. The position peaked at $1.06M in Q2 2021. 402 funds tracked by Wall St. Rank hold BOND as of Q1 2022.

Investors Financial Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 9,106 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2022, an estimated $996K.
Investors Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 9 quarters.
Investors Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.06M in Q2 2021.
402 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.