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Keudell/Morrison Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Keudell/Morrison Wealth Management’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
Q3 		– Sell
-2,365
Closed -$225K – 176
2022
Q2 		$225K Buy
+2,365
New +$230K 0.08% 159

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Keudell/Morrison Wealth Management's BOND Position: Q3 2022 in Review

Keudell/Morrison Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2022, closing a stake of 2,365 shares — an estimated $225K sold.

Keudell/Morrison Wealth Management first reported a position in BOND in Q2 2022 and held it in 1 quarter. The position peaked at $225K in Q2 2022. 339 funds tracked by Wall St. Rank hold BOND as of Q3 2022.

  • Keudell/Morrison Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,365 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2022, an estimated $225K.
  • Keudell/Morrison Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2022 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $225K in Q2 2022.
  • 339 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.