MCC
PBND

Money Concepts Capital’s Invesco PureBeta US Aggregate Bond ETF PBND Stock Holding History

Money Concepts Capital’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
-24,746
Closed -$539K – 3177
2022
Q4 		$539K Buy
+24,746
New +$537K 0.02% 413

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 $218M AUM 14.42% 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

Money Concepts Capital's PBND Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco PureBeta US Aggregate Bond ETF (PBND) in Q1 2023, closing a stake of 24,746 shares — an estimated $539K sold.

Money Concepts Capital first reported a position in PBND in Q4 2022 and held it in 1 quarter. The position peaked at $539K in Q4 2022. 14 funds tracked by Wall St. Rank hold PBND as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco PureBeta US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 24,746 Invesco PureBeta US Aggregate Bond ETF shares in Q1 2023, an estimated $539K.
  • Money Concepts Capital first reported a position in Invesco PureBeta US Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Invesco PureBeta US Aggregate Bond ETF position peaked at $539K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Invesco PureBeta US Aggregate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.