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Paces Ferry Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-610
Closed -$69K – 246
2020
Q3 		$69K Buy
+610
New +$68.6K 0.06% 196

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Carson Wealth (CWM LLC)
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Paces Ferry Wealth Advisors's BOND Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2020, closing a stake of 610 shares — an estimated $69K sold.

Paces Ferry Wealth Advisors first reported a position in BOND in Q3 2020 and held it in 1 quarter. The position peaked at $69K in Q3 2020. 376 funds tracked by Wall St. Rank hold BOND as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 610 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2020, an estimated $69K.
  • Paces Ferry Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $69K in Q3 2020.
  • 376 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.