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Legacy Wealth Management (Tennessee)’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Legacy Wealth Management (Tennessee)’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
2021
Q4 		– Sell
-2,581
Closed -$285K – 20
2021
Q3 		$285K Buy
+2,581
New +$288K 0.04% 17

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HHGA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s BOND Position: Q4 2021 in Review

Legacy Wealth Management (Tennessee) sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2021, closing a stake of 2,581 shares — an estimated $285K sold.

Legacy Wealth Management (Tennessee) first reported a position in BOND in Q3 2021 and held it in 1 quarter. The position peaked at $285K in Q3 2021. 410 funds tracked by Wall St. Rank hold BOND as of Q4 2021.

  • Legacy Wealth Management (Tennessee) reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 2,581 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2021, an estimated $285K.
  • Legacy Wealth Management (Tennessee) first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2021 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s PIMCO Active Bond Exchange-Traded Fund position peaked at $285K in Q3 2021.
  • 410 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2021.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q4 2021, filed 19 Jan 2022.