Lindbrook Capital’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Lindbrook Capital’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
2023 Q2	–	Sell	-600	Closed	-$55.7K	–	2733
2023 Q1	$55.7K	Hold	600	–	–	0.01%	659
2022 Q4	$54.3K	Hold	600	–	–	0.01%	666
2022 Q3	$54K	Hold	600	–	–	0.01%	618
2022 Q2	$57K	Hold	600	–	–	0.01%	607
2022 Q1	$61K	Hold	600	–	–	0.01%	620
2021 Q4	$66K	Buy	+600	New	+$65.9K	0.01%	632

Other funds holding BOND

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Lindbrook Capital's BOND Position: Q2 2023 in Review

Lindbrook Capital sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2023, closing a stake of 600 shares — an estimated $55.7K sold.

Lindbrook Capital first reported a position in BOND in Q4 2021 and held it in 6 quarters. The position peaked at $66K in Q4 2021. 371 funds tracked by Wall St. Rank hold BOND as of Q2 2023.

Lindbrook Capital reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Lindbrook Capital sold 600 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2023, an estimated $55.7K.
Lindbrook Capital first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and held it in 6 quarters.
Lindbrook Capital's PIMCO Active Bond Exchange-Traded Fund position peaked at $66K in Q4 2021.
371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2023.

Based on Lindbrook Capital's 13F filing for Q2 2023, filed 31 Jul 2023.