Mariner Independent Advisor Network’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$2.91M	Buy	+32,440	New	+$3.07M	0.13%	177
2014 Q4	–	Sell	-2,545	Closed	-$276K	–	170
2014 Q3	$276K	Hold	2,545	–	–	0.14%	96
2014 Q2	$277K	Buy	+2,545	New	+$275K	0.14%	100

Other funds holding BOND

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Mariner Independent Advisor Network's BOND Position: Q3 2022 in Review

Mariner Independent Advisor Network opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2022: 32,440 shares worth $2.91M. The stake represents 0.13% of the portfolio and ranks #177 among its holdings. This is a return to the name: Mariner Independent Advisor Network previously reported a position in BOND as recently as Q3 2014.

Mariner Independent Advisor Network first reported a position in BOND in Q2 2014 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold BOND as of Q3 2022.

Mariner Independent Advisor Network held 32,440 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.91M as of Q3 2022.
PIMCO Active Bond Exchange-Traded Fund was a new Mariner Independent Advisor Network position in Q3 2022.
PIMCO Active Bond Exchange-Traded Fund made up 0.13% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #177 holding.
Mariner Independent Advisor Network first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2014 and has held it in 3 quarters since.
339 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.