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

Pinnacle 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 Q4	–	Sell	-53,575	Closed	-$4.81M	–	51
2022 Q3	$4.81M	Buy	53,575 +9,752	+22%	+$923K	5.84%	2
2022 Q2	$4.17M	Sell	43,823 -254	-0.6%	-$24.7K	5.87%	3
2022 Q1	$4.49M	Sell	44,077 -53,637	-55%	-$5.65M	5.24%	2
2021 Q4	$10.7M	Buy	+97,714	New	+$10.7M	9.15%	1

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BCI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Pinnacle Wealth Management's BOND Position: Q4 2022 in Review

Pinnacle Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2022, closing a stake of 53,575 shares — an estimated $4.81M sold.

Pinnacle Wealth Management first reported a position in BOND in Q4 2021 and held it in 4 quarters. The position peaked at $10.7M in Q4 2021. 368 funds tracked by Wall St. Rank hold BOND as of Q4 2022.

Pinnacle Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Pinnacle Wealth Management sold 53,575 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2022, an estimated $4.81M.
Pinnacle Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and held it in 4 quarters.
Pinnacle Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $10.7M in Q4 2021.
368 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2022.

Based on Pinnacle Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.