LifePlan Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

LifePlan Financial Group’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 Q3	$19K	Hold	165	–	–	0.01%	342
2020 Q2	$18K	Hold	165	–	–	0.01%	347
2020 Q1	$18K	Hold	165	–	–	0.01%	324
2019 Q4	$18K	Hold	165	–	–	0.01%	360
2019 Q3	$18K	Hold	165	–	–	0.01%	355
2019 Q2	$18K	Hold	165	–	–	0.01%	350
2019 Q1	$17K	Hold	165	–	–	0.01%	355
2018 Q4	$17K	Hold	165	–	–	0.01%	344
2018 Q3	$17K	Hold	165	–	–	0.01%	348
2018 Q2	$17K	Hold	165	–	–	0.01%	342
2018 Q1	$17K	Buy	+165	New	+$17.2K	0.01%	328

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LifePlan Financial Group's BOND Position: Q3 2020 in Review

LifePlan Financial Group held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q3 2020 at 165 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #342.

LifePlan Financial Group first reported a position in BOND in Q1 2018 and has held it in 11 quarters since. 343 funds tracked by Wall St. Rank hold BOND as of Q3 2020.

LifePlan Financial Group held 165 shares of PIMCO Active Bond Exchange-Traded Fund worth $19K as of Q3 2020.
LifePlan Financial Group left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q3 2020.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #342 holding.
LifePlan Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2018 and has held it in 11 quarters since.
343 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.