MML Investors Services
PBND

MML Investors Services’s Invesco PureBeta US Aggregate Bond ETF PBND Stock Holding History

MML Investors Services’s Portfolio PBND Stock Details PBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,519
Closed -$251K – 2263
2022
Q4 		$251K Buy
11,519
+7
+0.1% +$152 ﹤0.01% 1892
2022
Q3 		$249K Buy
11,512
+90
+0.8% +$2.04K ﹤0.01% 1797
2022
Q2 		$260K Buy
+11,422
New +$263K ﹤0.01% 1757

Other funds holding PBND

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services's PBND Position: Q1 2023 in Review

MML Investors Services sold out of Invesco PureBeta US Aggregate Bond ETF (PBND) in Q1 2023, closing a stake of 11,519 shares — an estimated $251K sold.

MML Investors Services first reported a position in PBND in Q2 2022 and held it in 3 quarters. The position peaked at $260K in Q2 2022. 14 funds tracked by Wall St. Rank hold PBND as of Q1 2023.

  • MML Investors Services reported no remaining Invesco PureBeta US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • MML Investors Services sold 11,519 Invesco PureBeta US Aggregate Bond ETF shares in Q1 2023, an estimated $251K.
  • MML Investors Services first reported a position in Invesco PureBeta US Aggregate Bond ETF in Q2 2022 and held it in 3 quarters.
  • MML Investors Services's Invesco PureBeta US Aggregate Bond ETF position peaked at $260K in Q2 2022.
  • 14 funds tracked by Wall St. Rank held Invesco PureBeta US Aggregate Bond ETF as of Q1 2023.

Based on MML Investors Services's 13F filing for Q1 2023, filed 12 May 2023.