Legacy Financial Strategies’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Legacy Financial Strategies’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	-3,468	Closed	-$353K	–	65
2022 Q1	$353K	Sell	3,468 -329	-9%	-$34.6K	0.15%	55
2021 Q4	$415K	Buy	3,797 +218	+6%	+$23.9K	0.18%	49
2021 Q3	$396K	Buy	3,579 +57	+2%	+$6.36K	0.19%	48
2021 Q2	$391K	Sell	3,522 -223	-6%	-$24.6K	0.19%	51
2021 Q1	$410K	Buy	3,745 +359	+11%	+$40K	0.22%	50
2020 Q4	$383K	Sell	3,386 -149	-4%	-$16.7K	0.2%	52
2020 Q3	$397K	Buy	3,535 +146	+4%	+$16.4K	0.23%	49
2020 Q2	$378K	Sell	3,389 -300	-8%	-$32.9K	0.29%	45
2020 Q1	$392K	Sell	3,689 -264	-7%	-$28.7K	0.37%	43
2019 Q4	$426K	Sell	3,953 -795	-17%	-$86.1K	0.34%	52
2019 Q3	$513K	Buy	+4,748	New	+$514K	0.46%	43

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

Legacy Financial Strategies's BOND Position: Q2 2022 in Review

Legacy Financial Strategies sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 3,468 shares — an estimated $353K sold.

Legacy Financial Strategies first reported a position in BOND in Q3 2019 and held it in 11 quarters. The position peaked at $513K in Q3 2019. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

Legacy Financial Strategies reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Legacy Financial Strategies sold 3,468 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $353K.
Legacy Financial Strategies first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2019 and held it in 11 quarters.
Legacy Financial Strategies's PIMCO Active Bond Exchange-Traded Fund position peaked at $513K in Q3 2019.
378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Legacy Financial Strategies's 13F filing for Q2 2022, filed 9 Aug 2022.