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

Jefferies 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
-9,107
Closed -$996K – 1556
2021
Q4 		$996K Sell
9,107
-942
-9% -$103K 0.01% 1000
2021
Q3 		$1.11M Sell
10,049
-448
-4% -$50K 0.01% 953
2021
Q2 		$1.16M Buy
10,497
+5,369
+105% +$592K 0.01% 944
2021
Q1 		$561K Buy
+5,128
New +$571K ﹤0.01% 1094

Other funds holding BOND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jefferies Group's BOND Position: Q1 2022 in Review

Jefferies Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2022, closing a stake of 9,107 shares — an estimated $996K sold.

Jefferies Group first reported a position in BOND in Q1 2021 and held it in 4 quarters. The position peaked at $1.16M in Q2 2021. 402 funds tracked by Wall St. Rank hold BOND as of Q1 2022.

  • Jefferies Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • Jefferies Group sold 9,107 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2022, an estimated $996K.
  • Jefferies Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and held it in 4 quarters.
  • Jefferies Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.16M in Q2 2021.
  • 402 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.