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

LifeSteps Financial’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
Q4 		– Sell
-1,871
Closed -$210K – 85
2020
Q3 		$210K Buy
+1,871
New +$210K 0.22% 75
2020
Q2 		– Sell
-2,071
Closed -$220K – 74
2020
Q1 		$220K Hold
2,071
– – 0.25% 67
2019
Q4 		$223K Buy
+2,071
New +$224K 0.21% 85

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifeSteps Financial's BOND Position: Q4 2020 in Review

LifeSteps Financial sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2020, closing a stake of 1,871 shares — an estimated $210K sold.

LifeSteps Financial first reported a position in BOND in Q4 2019 and held it in 3 quarters. The position peaked at $223K in Q4 2019. 376 funds tracked by Wall St. Rank hold BOND as of Q4 2020.

  • LifeSteps Financial reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • LifeSteps Financial sold 1,871 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2020, an estimated $210K.
  • LifeSteps Financial first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 3 quarters.
  • LifeSteps Financial's PIMCO Active Bond Exchange-Traded Fund position peaked at $223K in Q4 2019.
  • 376 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2020.

Based on LifeSteps Financial's 13F filing for Q4 2020, filed 25 Jan 2021.