Planning Alternatives’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Planning Alternatives’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 Q1	–	Sell	-7,350	Closed	-$792K	–	43
2019 Q4	$792K	Sell	7,350 -1,580	-18%	-$171K	0.14%	34
2019 Q3	$972K	Hold	8,930	–	–	0.18%	31
2019 Q2	$960K	Hold	8,930	–	–	0.18%	32
2019 Q1	$942K	Buy	8,930 +110	+1%	+$11.4K	0.17%	33
2018 Q4	$906K	Buy	+8,820	New	+$896K	0.19%	31
2014 Q4	–	Sell	-2,085	Closed	-$226K	–	48
2014 Q3	$226K	Hold	2,085	–	–	0.06%	43
2014 Q2	$227K	Hold	2,085	–	–	0.06%	42
2014 Q1	$222K	Sell	2,085 -2,400	-54%	-$255K	0.07%	40
2013 Q4	$470K	Buy	4,485 +2,359	+111%	+$250K	0.14%	29
2013 Q3	$225K	Buy	+2,126	New	+$223K	0.1%	22

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 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

BCI

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

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Planning Alternatives's BOND Position: Q1 2020 in Review

Planning Alternatives sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2020, closing a stake of 7,350 shares — an estimated $792K sold.

Planning Alternatives first reported a position in BOND in Q3 2013 and held it in 10 quarters. The position peaked at $972K in Q3 2019. 321 funds tracked by Wall St. Rank hold BOND as of Q1 2020.

Planning Alternatives reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
Planning Alternatives sold 7,350 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2020, an estimated $792K.
Planning Alternatives first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2013 and held it in 10 quarters.
Planning Alternatives's PIMCO Active Bond Exchange-Traded Fund position peaked at $972K in Q3 2019.
321 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2020.

Based on Planning Alternatives's 13F filing for Q1 2020, filed 4 May 2020.