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

Reilly 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
2021 Q4	$12K	Buy	+112	New	+$12.3K	﹤0.01%	675

Other funds holding BOND

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

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

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

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

BCI

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

Reilly Financial Advisors's BOND Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2021: 112 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #675 among its holdings.

410 funds tracked by Wall St. Rank hold BOND as of Q4 2021.

Reilly Financial Advisors held 112 shares of PIMCO Active Bond Exchange-Traded Fund worth $12K as of Q4 2021.
PIMCO Active Bond Exchange-Traded Fund was a new Reilly Financial Advisors position in Q4 2021.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #675 holding.
410 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.