Professional Financial Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Professional Financial Advisors’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	-33	Closed	-$3K	–	122
2022 Q3	$3K	Buy	33 +1	+3%	+$95	﹤0.01%	406
2022 Q2	$3K	Hold	32	–	–	﹤0.01%	401
2022 Q1	$3K	Hold	32	–	–	﹤0.01%	408
2021 Q4	$3K	Buy	+32	New	+$3.51K	﹤0.01%	405
2020 Q1	–	Sell	-3,457	Closed	-$373K	–	54
2019 Q4	$373K	Buy	+3,457	New	+$374K	0.35%	61

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BCI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Professional Financial Advisors's BOND Position: Q4 2022 in Review

Professional Financial Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2022, closing a stake of 33 shares — an estimated $3K sold.

Professional Financial Advisors first reported a position in BOND in Q4 2019 and held it in 5 quarters. The position peaked at $373K in Q4 2019. 369 funds tracked by Wall St. Rank hold BOND as of Q4 2022.

Professional Financial Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 33 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2022, an estimated $3K.
Professional Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 5 quarters.
Professional Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $373K in Q4 2019.
369 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.