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

IRON Financial’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 Q2	–	Sell	-2,235	Closed	-$237K	–	111
2020 Q1	$237K	Buy	+2,235	New	+$243K	0.15%	85

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

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

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

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

IRON Financial's BOND Position: Q2 2020 in Review

IRON Financial sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2020, closing a stake of 2,235 shares — an estimated $237K sold.

IRON Financial first reported a position in BOND in Q1 2020 and held it in 1 quarter. The position peaked at $237K in Q1 2020. 318 funds tracked by Wall St. Rank hold BOND as of Q2 2020.

IRON Financial reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
IRON Financial sold 2,235 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2020, an estimated $237K.
IRON Financial first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and held it in 1 quarter.
IRON Financial's PIMCO Active Bond Exchange-Traded Fund position peaked at $237K in Q1 2020.
318 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2020.

Based on IRON Financial's 13F filing for Q2 2020, filed 15 Jul 2020.