RMR Wealth Builders’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

RMR Wealth Builders’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	–	Sell	-2,484	Closed	-$275K	–	131
2021 Q3	$275K	Buy	+2,484	New	+$277K	0.08%	146
2021 Q2	–	Sell	-2,484	Closed	-$272K	–	242
2021 Q1	$272K	Buy	+2,484	New	+$277K	0.07%	147
2020 Q4	–	Sell	-2,484	Closed	-$279K	–	517
2020 Q3	$279K	Buy	+2,484	New	+$279K	0.07%	159

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

RMR Wealth Builders's BOND Position: Q4 2021 in Review

RMR Wealth Builders sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2021, closing a stake of 2,484 shares — an estimated $275K sold.

RMR Wealth Builders first reported a position in BOND in Q3 2020 and held it in 3 quarters. The position peaked at $279K in Q3 2020. 410 funds tracked by Wall St. Rank hold BOND as of Q4 2021.

RMR Wealth Builders reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
RMR Wealth Builders sold 2,484 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2021, an estimated $275K.
RMR Wealth Builders first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and held it in 3 quarters.
RMR Wealth Builders's PIMCO Active Bond Exchange-Traded Fund position peaked at $279K in Q3 2020.
410 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2021.

Based on RMR Wealth Builders's 13F filing for Q4 2021, filed 2 Feb 2022.