Lake Point Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Lake Point 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	$879K	Sell	9,225 -95	-1%	-$9.23K	0.5%	14
2022 Q1	$949K	Sell	9,320 -429	-4%	-$45.2K	0.44%	9
2021 Q4	$1.07M	Buy	9,749 +1,014	+12%	+$111K	0.47%	13
2021 Q3	$966K	Buy	8,735 +158	+2%	+$17.6K	0.45%	10
2021 Q2	$952K	Buy	+8,577	New	+$946K	0.44%	10
2020 Q1	$4K	Hold	35	–	–	﹤0.01%	180
2019 Q4	$4K	Buy	+35	New	+$3.79K	﹤0.01%	394
2019 Q2	$42K	Hold	389	–	–	0.01%	159
2019 Q1	$42K	Sell	389 -17,141	-98%	-$1.78M	0.01%	159
2018 Q4	$1.8M	Buy	+17,530	New	+$1.78M	0.67%	32

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

Lake Point Wealth Management's BOND Position: Q2 2022 in Review

Lake Point Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1% in Q2 2022, selling an estimated $9.23K and leaving 9,225 shares worth $879K. The position accounts for 0.5% of the portfolio, ranked #14.

Lake Point Wealth Management first reported a position in BOND in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.8M in Q4 2018. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

Lake Point Wealth Management held 9,225 shares of PIMCO Active Bond Exchange-Traded Fund worth $879K as of Q2 2022.
Lake Point Wealth Management sold 95 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $9.23K.
PIMCO Active Bond Exchange-Traded Fund made up 0.5% of Lake Point Wealth Management's portfolio in Q2 2022, its #14 holding.
Lake Point Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.8M in Q4 2018.
378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.