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

LBA 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
2017 Q1	$26K	Hold	244	–	–	0.01%	248
2016 Q4	$25K	Hold	244	–	–	0.01%	241
2016 Q3	$26K	Buy	+244	New	+$26.2K	0.01%	246
2016 Q1	–	Sell	-291	Closed	-$30K	–	417
2015 Q4	$30K	Buy	+291	New	+$30.8K	0.02%	239
2014 Q4	–	Sell	-249	Closed	-$27K	–	304
2014 Q3	$27K	Buy	+249	New	+$27.1K	0.02%	200

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return

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

RMC

Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

LBA Wealth Management's BOND Position: Q1 2017 in Review

LBA Wealth Management held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q1 2017 at 244 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #248.

LBA Wealth Management first reported a position in BOND in Q3 2014 and has held it in 5 quarters since. The position peaked at $30K in Q4 2015. 183 funds tracked by Wall St. Rank hold BOND as of Q1 2017.

LBA Wealth Management held 244 shares of PIMCO Active Bond Exchange-Traded Fund worth $26K as of Q1 2017.
LBA Wealth Management left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q1 2017.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #248 holding.
LBA Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2014 and has held it in 5 quarters since.
LBA Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $30K in Q4 2015.
183 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.