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

Mission 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
2022 Q3	–	Sell	-2,838	Closed	-$270K	–	515
2022 Q2	$270K	Buy	+2,838	New	+$276K	0.01%	416
2021 Q3	–	Sell	-2,616	Closed	-$290K	–	510
2021 Q2	$290K	Buy	+2,616	New	+$289K	0.02%	403

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

Mission Wealth Management's BOND Position: Q3 2022 in Review

Mission Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2022, closing a stake of 2,838 shares — an estimated $270K sold.

Mission Wealth Management first reported a position in BOND in Q2 2021 and held it in 2 quarters. The position peaked at $290K in Q2 2021. 339 funds tracked by Wall St. Rank hold BOND as of Q3 2022.

Mission Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Mission Wealth Management sold 2,838 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2022, an estimated $270K.
Mission Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2021 and held it in 2 quarters.
Mission Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $290K in Q2 2021.
339 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2022.

Based on Mission Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.