Liberty Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Liberty 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
2021 Q4	–	Sell	-1,672	Closed	-$185K	–	283
2021 Q3	$185K	Buy	1,672 +11	+0.7%	+$1.23K	0.07%	175
2021 Q2	$184K	Buy	1,661 +1,241	+295%	+$137K	0.07%	145
2021 Q1	$47K	Hold	420	–	–	0.02%	288
2020 Q4	$47K	Buy	420 +3	+0.7%	+$337	0.02%	285
2020 Q3	$47K	Buy	417 +301	+259%	+$33.8K	0.03%	238
2020 Q2	$13K	Buy	116 +1	+0.9%	+$110	0.01%	444
2020 Q1	$12K	Buy	115 +1	+0.9%	+$109	0.01%	430
2019 Q4	$12K	Buy	+114	New	+$12.3K	0.01%	505

Other funds holding BOND

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Liberty Wealth Management's BOND Position: Q4 2021 in Review

Liberty Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2021, closing a stake of 1,672 shares — an estimated $185K sold.

Liberty Wealth Management first reported a position in BOND in Q4 2019 and held it in 8 quarters. The position peaked at $185K in Q3 2021. 410 funds tracked by Wall St. Rank hold BOND as of Q4 2021.

Liberty Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,672 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2021, an estimated $185K.
Liberty Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 8 quarters.
Liberty Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $185K in Q3 2021.
410 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.