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

Red Door 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	-274	Closed	-$30K	–	215
2021 Q2	$30K	Buy	+274	New	+$30.2K	0.01%	306
2020 Q3	–	Sell	-273	Closed	-$30K	–	141
2020 Q2	$30K	Buy	273 +1	+0.4%	+$110	0.02%	218
2020 Q1	$28K	Buy	+272	New	+$29.6K	0.03%	207

Other funds holding BOND

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Red Door Wealth Management's BOND Position: Q3 2021 in Review

Red Door Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2021, closing a stake of 274 shares — an estimated $30K sold.

Red Door Wealth Management first reported a position in BOND in Q1 2020 and held it in 3 quarters. The position peaked at $30K in Q2 2021. 381 funds tracked by Wall St. Rank hold BOND as of Q3 2021.

Red Door Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 274 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2021, an estimated $30K.
Red Door Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $30K in Q2 2021.
381 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.