Principal Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Principal Financial Group’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
2021 Q3	–	Sell	-4,271	Closed	-$474K	–	2581
2021 Q2	$474K	Buy	4,271 +138	+3%	+$15.2K	﹤0.01%	2229
2021 Q1	$452K	Sell	4,133 -56	-1%	-$6.24K	﹤0.01%	2176
2020 Q4	$474K	Buy	4,189 +88	+2%	+$9.88K	﹤0.01%	2125
2020 Q3	$461K	Buy	4,101 +173	+4%	+$19.4K	﹤0.01%	2036
2020 Q2	$438K	Buy	3,928 +41	+1%	+$4.49K	﹤0.01%	1996
2020 Q1	$413K	Sell	3,887 -577	-13%	-$62.7K	﹤0.01%	1897
2019 Q4	$481K	Buy	4,464 +181	+4%	+$19.6K	﹤0.01%	1958
2019 Q3	$466K	Sell	4,283 -27	-0.6%	-$2.92K	﹤0.01%	1958
2019 Q2	$463K	Buy	+4,310	New	+$456K	﹤0.01%	1976

Other funds holding BOND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BCI

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

Principal Financial Group's BOND Position: Q3 2021 in Review

Principal Financial Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2021, closing a stake of 4,271 shares — an estimated $474K sold.

Principal Financial Group first reported a position in BOND in Q2 2019 and held it in 9 quarters. The position peaked at $481K in Q4 2019. 381 funds tracked by Wall St. Rank hold BOND as of Q3 2021.

Principal Financial Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
Principal Financial Group sold 4,271 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2021, an estimated $474K.
Principal Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2019 and held it in 9 quarters.
Principal Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $481K in Q4 2019.
381 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2021.

Based on Principal Financial Group's 13F filing for Q3 2021, filed 9 Nov 2021.