Rowland Carmichael Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Rowland Carmichael 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
2019 Q2	–	Sell	-40	Closed	-$4K	–	331
2019 Q1	$4K	Hold	40	–	–	﹤0.01%	322
2018 Q4	$4K	Hold	40	–	–	﹤0.01%	292
2018 Q3	$4K	Hold	40	–	–	﹤0.01%	340
2018 Q2	$4K	Hold	40	–	–	﹤0.01%	343
2018 Q1	$4K	Hold	40	–	–	﹤0.01%	304
2017 Q4	$4K	Hold	40	–	–	﹤0.01%	311
2017 Q3	$4K	Hold	40	–	–	﹤0.01%	289
2017 Q2	$4K	Hold	40	–	–	﹤0.01%	284
2017 Q1	$4K	Hold	40	–	–	﹤0.01%	278
2016 Q4	$4K	Hold	40	–	–	﹤0.01%	298
2016 Q3	$4K	Hold	40	–	–	﹤0.01%	279
2016 Q2	$4K	Hold	40	–	–	﹤0.01%	287
2016 Q1	$4K	Buy	+40	New	+$4.17K	﹤0.01%	206

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

RMC

Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

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

Rowland Carmichael Advisors's BOND Position: Q2 2019 in Review

Rowland Carmichael Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2019, closing a stake of 40 shares — an estimated $4K sold.

Rowland Carmichael Advisors first reported a position in BOND in Q1 2016 and held it in 13 quarters. The position peaked at $4K in Q1 2019. 256 funds tracked by Wall St. Rank hold BOND as of Q2 2019.

Rowland Carmichael Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 40 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2019, an estimated $4K.
Rowland Carmichael Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2016 and held it in 13 quarters.
Rowland Carmichael Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $4K in Q1 2019.
256 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2019, filed 10 Feb 2020.