Peak Financial Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Peak Financial 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
2023 Q1	–	Sell	-2,430	Closed	-$220K	–	70
2022 Q4	$220K	Sell	2,430 -1,955	-45%	-$176K	0.09%	67
2022 Q3	$393K	Sell	4,385 -3,818	-47%	-$361K	0.16%	48
2022 Q2	$781K	Buy	8,203 +1,821	+29%	+$177K	0.3%	38
2022 Q1	$650K	Sell	6,382 -1,414	-18%	-$149K	0.22%	44
2021 Q4	$853K	Sell	7,796 -7	-0.1%	-$769	0.28%	41
2021 Q3	$863K	Buy	7,803 +3	+0%	+$334	0.29%	38
2021 Q2	$865K	Sell	7,800 -12	-0.2%	-$1.32K	0.29%	38
2021 Q1	$855K	Sell	7,812 -111	-1%	-$12.4K	0.31%	36
2020 Q4	$896K	Sell	7,923 -169	-2%	-$19K	0.34%	36
2020 Q3	$910K	Sell	8,092 -42	-0.5%	-$4.72K	0.39%	36
2020 Q2	$908K	Sell	8,134 -336	-4%	-$36.8K	0.43%	33
2020 Q1	$899K	Sell	8,470 -887	-9%	-$96.4K	0.46%	32
2019 Q4	$1.01M	Sell	9,357 -11	-0.1%	-$1.19K	0.43%	33
2019 Q3	$1.02M	Sell	9,368 -156	-2%	-$16.9K	0.45%	32
2019 Q2	$1.02M	Buy	9,524 +114	+1%	+$12.1K	0.46%	32
2019 Q1	$993K	Sell	9,410 -2,316	-20%	-$241K	0.46%	32
2018 Q4	$1.21M	Buy	+11,726	New	+$1.19M	0.59%	32

Other funds holding BOND

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Peak Financial Management's BOND Position: Q1 2023 in Review

Peak Financial Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2023, closing a stake of 2,430 shares — an estimated $220K sold.

Peak Financial Management first reported a position in BOND in Q4 2018 and held it in 17 quarters. The position peaked at $1.21M in Q4 2018. 371 funds tracked by Wall St. Rank hold BOND as of Q1 2023.

Peak Financial Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Peak Financial Management sold 2,430 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2023, an estimated $220K.
Peak Financial Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and held it in 17 quarters.
Peak Financial Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.21M in Q4 2018.
371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2023.

Based on Peak Financial Management's 13F filing for Q1 2023, filed 25 Apr 2023.