Leicht Financial Planning & Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Leicht Financial Planning & 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
2020 Q2	–	Sell	-3,279	Closed	-$349K	–	22
2020 Q1	$349K	Sell	3,279 -7,293	-69%	-$792K	0.34%	41
2019 Q4	$1.14M	Sell	10,572 -7,228	-41%	-$783K	1.04%	30
2019 Q3	$1.94M	Buy	17,800 +11,844	+199%	+$1.28M	1.85%	19
2019 Q2	$640K	Buy	+5,956	New	+$631K	0.63%	37

Other funds holding BOND

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

KFA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's BOND Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2020, closing a stake of 3,279 shares — an estimated $349K sold.

Leicht Financial Planning & Wealth Management first reported a position in BOND in Q2 2019 and held it in 4 quarters. The position peaked at $1.94M in Q3 2019. 318 funds tracked by Wall St. Rank hold BOND as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 3,279 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2020, an estimated $349K.
Leicht Financial Planning & Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2019 and held it in 4 quarters.
Leicht Financial Planning & Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.94M in Q3 2019.
318 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.