LWAC
PBND

Laurel Wealth Advisors (California)’s Invesco PureBeta US Aggregate Bond ETF PBND Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio PBND Stock Details PBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,509
Closed -$218K – 516
2021
Q1 		$218K Buy
+8,509
New +$222K 0.03% 428

Other funds holding PBND

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PBND Position: Q2 2021 in Review

Laurel Wealth Advisors (California) sold out of Invesco PureBeta US Aggregate Bond ETF (PBND) in Q2 2021, closing a stake of 8,509 shares — an estimated $218K sold.

Laurel Wealth Advisors (California) first reported a position in PBND in Q1 2021 and held it in 1 quarter. The position peaked at $218K in Q1 2021. 13 funds tracked by Wall St. Rank hold PBND as of Q2 2021.

  • Laurel Wealth Advisors (California) reported no remaining Invesco PureBeta US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 8,509 Invesco PureBeta US Aggregate Bond ETF shares in Q2 2021, an estimated $218K.
  • Laurel Wealth Advisors (California) first reported a position in Invesco PureBeta US Aggregate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Invesco PureBeta US Aggregate Bond ETF position peaked at $218K in Q1 2021.
  • 13 funds tracked by Wall St. Rank held Invesco PureBeta US Aggregate Bond ETF as of Q2 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.