Principal Financial Group
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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

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return