McKinley Carter Wealth Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

McKinley Carter Wealth Services’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	–	Sell	-2,633	Closed	-$251K	–	284
2022 Q2	$251K	Sell	2,633 -165	-6%	-$16K	0.02%	263
2022 Q1	$285K	Hold	2,798	–	–	0.02%	244
2021 Q4	$306K	Sell	2,798 -500	-15%	-$54.9K	0.02%	238
2021 Q3	$364K	Sell	3,298 -1,000	-23%	-$111K	0.03%	217
2021 Q2	$477K	Hold	4,298	–	–	0.04%	191
2021 Q1	$470K	Buy	+4,298	New	+$479K	0.04%	190
2014 Q1	–	Sell	-3,477	Closed	-$364K	–	98
2013 Q4	$364K	Hold	3,477	–	–	0.35%	75
2013 Q3	$368K	Buy	+3,477	New	+$365K	0.44%	52

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

McKinley Carter Wealth Services's BOND Position: Q3 2022 in Review

McKinley Carter Wealth Services sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2022, closing a stake of 2,633 shares — an estimated $251K sold.

McKinley Carter Wealth Services first reported a position in BOND in Q3 2013 and held it in 8 quarters. The position peaked at $477K in Q2 2021. 339 funds tracked by Wall St. Rank hold BOND as of Q3 2022.

McKinley Carter Wealth Services reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 2,633 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2022, an estimated $251K.
McKinley Carter Wealth Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2013 and held it in 8 quarters.
McKinley Carter Wealth Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $477K in Q2 2021.
339 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2022, filed 24 Oct 2022.