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

Nauset 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 Q1	$90K	Buy	+880	New	+$92.6K	0.07%	87

Other funds holding BOND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nauset Wealth Management's BOND Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2022: 880 shares worth $90K. The stake represents 0.07% of the portfolio and ranks #87 among its holdings.

402 funds tracked by Wall St. Rank hold BOND as of Q1 2022.

Nauset Wealth Management held 880 shares of PIMCO Active Bond Exchange-Traded Fund worth $90K as of Q1 2022.
PIMCO Active Bond Exchange-Traded Fund was a new Nauset Wealth Management position in Q1 2022.
PIMCO Active Bond Exchange-Traded Fund made up 0.07% of Nauset Wealth Management's portfolio in Q1 2022, its #87 holding.
402 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.