Leonard Rickey Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Leonard Rickey Investment 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
2020 Q2	–	Sell	-2,105	Closed	-$223K	–	72
2020 Q1	$223K	Sell	2,105 -21	-1%	-$2.28K	0.17%	54
2019 Q4	$229K	Buy	2,126 +1	+0%	+$108	0.14%	74
2019 Q3	$231K	Sell	2,125 -1	-0%	-$108	0.15%	66
2019 Q2	$228K	Buy	2,126 +1	+0%	+$106	0.15%	68
2019 Q1	$224K	Buy	2,125 +1	+0%	+$104	0.16%	65
2018 Q4	$218K	Buy	2,124 +1	+0%	+$102	0.18%	62
2018 Q3	$217K	Buy	2,123 +1	+0%	+$103	0.16%	62
2018 Q2	$219K	Sell	2,122 -12	-0.6%	-$1.24K	0.17%	56
2018 Q1	$222K	Sell	2,134 -45	-2%	-$4.7K	0.17%	56
2017 Q4	$231K	Buy	+2,179	New	+$232K	0.18%	56

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

Leonard Rickey Investment Advisors's BOND Position: Q2 2020 in Review

Leonard Rickey Investment Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2020, closing a stake of 2,105 shares — an estimated $223K sold.

Leonard Rickey Investment Advisors first reported a position in BOND in Q4 2017 and held it in 10 quarters. The position peaked at $231K in Q3 2019. 318 funds tracked by Wall St. Rank hold BOND as of Q2 2020.

Leonard Rickey Investment Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 2,105 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2020, an estimated $223K.
Leonard Rickey Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 10 quarters.
Leonard Rickey Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $231K in Q3 2019.
318 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.