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RGT Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

RGT Wealth 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
2020
Q3 		– Sell
-1,918
Closed -$214K – 42
2020
Q2 		$214K Buy
+1,918
New +$210K 0.06% 38

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RGT Wealth Advisors's BOND Position: Q3 2020 in Review

RGT Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2020, closing a stake of 1,918 shares — an estimated $214K sold.

RGT Wealth Advisors first reported a position in BOND in Q2 2020 and held it in 1 quarter. The position peaked at $214K in Q2 2020. 343 funds tracked by Wall St. Rank hold BOND as of Q3 2020.

  • RGT Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,918 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2020, an estimated $214K.
  • RGT Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2020 and held it in 1 quarter.
  • RGT Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $214K in Q2 2020.
  • 343 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2020.

Based on RGT Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.