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

PRW 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
2021
Q3 		– Sell
-5,171
Closed -$574K – 119
2021
Q2 		$574K Buy
+5,171
New +$570K 0.17% 147

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

PRW Wealth Management's BOND Position: Q3 2021 in Review

PRW Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2021, closing a stake of 5,171 shares — an estimated $574K sold.

PRW Wealth Management first reported a position in BOND in Q2 2021 and held it in 1 quarter. The position peaked at $574K in Q2 2021. 381 funds tracked by Wall St. Rank hold BOND as of Q3 2021.

  • PRW Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 5,171 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2021, an estimated $574K.
  • PRW Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $574K in Q2 2021.
  • 381 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.