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

MBE 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
2020 Q2	–	Sell	-240	Closed	-$25K	–	103
2020 Q1	$25K	Buy	+240	New	+$26.1K	0.02%	188

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

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

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

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

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

YAL

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

MBE Wealth Management's BOND Position: Q2 2020 in Review

MBE Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2020, closing a stake of 240 shares — an estimated $25K sold.

MBE Wealth Management first reported a position in BOND in Q1 2020 and held it in 1 quarter. The position peaked at $25K in Q1 2020. 318 funds tracked by Wall St. Rank hold BOND as of Q2 2020.

MBE Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 240 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2020, an estimated $25K.
MBE Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $25K in Q1 2020.
318 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.