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Lenox Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Lenox Wealth Advisors’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
-876
Closed -$97K – 961
2021
Q3 		$97K Hold
876
– – 0.01% 159
2021
Q2 		$97K Hold
876
– – 0.01% 161
2021
Q1 		$96K Buy
+876
New +$97.5K 0.01% 132

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
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

Lenox Wealth Advisors's BOND Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2021, closing a stake of 876 shares — an estimated $97K sold.

Lenox Wealth Advisors first reported a position in BOND in Q1 2021 and held it in 3 quarters. The position peaked at $97K in Q3 2021. 410 funds tracked by Wall St. Rank hold BOND as of Q4 2021.

  • Lenox Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 876 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2021, an estimated $97K.
  • Lenox Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and held it in 3 quarters.
  • Lenox Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $97K in Q3 2021.
  • 410 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.