Laird Norton Wetherby Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Laird Norton Wetherby 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 Q2	–	Sell	-8,683	Closed	-$884K	–	918
2022 Q1	$884K	Sell	8,683 -229	-3%	-$24.1K	0.05%	346
2021 Q4	$975K	Sell	8,912 -3,228	-27%	-$354K	0.05%	329
2021 Q3	$1.34M	Buy	12,140 +1,434	+13%	+$160K	0.08%	228
2021 Q2	$1.19M	Sell	10,706 -120	-1%	-$13.2K	0.07%	259
2021 Q1	$1.19M	Sell	10,826 -584	-5%	-$65K	0.09%	224
2020 Q4	$1.29M	Hold	11,410	–	–	0.09%	220
2020 Q3	$1.28M	Hold	11,410	–	–	0.11%	172
2020 Q2	$1.27M	Sell	11,410 -50,213	-81%	-$5.5M	0.12%	165
2020 Q1	$6.54M	Buy	61,623 +39,913	+184%	+$4.34M	0.73%	20
2019 Q4	$2.34M	Hold	21,710	–	–	0.23%	97
2019 Q3	$2.36M	Buy	+21,710	New	+$2.35M	0.25%	89
2014 Q3	–	Sell	-3,952	Closed	-$431K	–	432
2014 Q2	$431K	Buy	3,952 +467	+13%	+$50.4K	0.12%	205
2014 Q1	$372K	Buy	3,485 +607	+21%	+$64.5K	0.11%	244
2013 Q4	$301K	Hold	2,878	–	–	0.09%	285
2013 Q3	$305K	Hold	2,878	–	–	0.1%	263
2013 Q2	$304K	Buy	+2,878	New	+$314K	0.11%	231

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

YAL

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

Laird Norton Wetherby Wealth Management's BOND Position: Q2 2022 in Review

Laird Norton Wetherby Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 8,683 shares — an estimated $884K sold.

Laird Norton Wetherby Wealth Management first reported a position in BOND in Q2 2013 and held it in 16 quarters. The position peaked at $6.54M in Q1 2020. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

Laird Norton Wetherby Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 8,683 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $884K.
Laird Norton Wetherby Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 16 quarters.
Laird Norton Wetherby Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.54M in Q1 2020.
378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.