RPg Family Wealth Advisory’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

RPg Family Wealth Advisory’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
2022 Q2	–	Sell	-175	Closed	-$17.8K	–	103
2022 Q1	$17.8K	Hold	175	–	–	0.01%	220
2021 Q4	$19.2K	Hold	175	–	–	0.01%	224
2021 Q3	$19.3K	Hold	175	–	–	0.01%	229
2021 Q2	$19.4K	Buy	+175	New	+$19.3K	0.01%	228
2020 Q4	$19.8K	Hold	175	–	–	0.01%	230
2020 Q3	$19.7K	Hold	175	–	–	0.01%	219
2020 Q2	$19.5K	Hold	175	–	–	0.01%	213
2020 Q1	$18.6K	Hold	175	–	–	0.01%	193
2019 Q4	$18.9K	Hold	175	–	–	0.01%	220
2019 Q3	$19.1K	Sell	175 -25	-13%	-$2.71K	0.01%	228
2019 Q2	$21.5K	Hold	200	–	–	0.01%	214
2019 Q1	$21.1K	Hold	200	–	–	0.01%	223
2018 Q4	$20.6K	Hold	200	–	–	0.02%	156
2018 Q3	$20.5K	Hold	200	–	–	0.02%	177
2018 Q2	$20.6K	Hold	200	–	–	0.02%	166
2018 Q1	$20.8K	Hold	200	–	–	0.02%	191
2017 Q4	$21.2K	Hold	200	–	–	0.02%	202
2017 Q3	$21.4K	Hold	200	–	–	0.02%	209
2017 Q2	$21.2K	Hold	200	–	–	0.02%	233
2017 Q1	$21.1K	Hold	200	–	–	0.02%	208
2016 Q4	$20.8K	Hold	200	–	–	0.02%	183
2016 Q3	$21.6K	Sell	200 -200	-50%	-$21.5K	0.02%	169
2016 Q2	$43K	Buy	400 +200	+100%	+$21.2K	0.02%	137
2016 Q1	$21.1K	Hold	200	–	–	0.02%	185
2015 Q4	$20.8K	Buy	+200	New	+$21.2K	0.02%	144

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

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

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

RPg Family Wealth Advisory's BOND Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 175 shares — an estimated $17.8K sold.

RPg Family Wealth Advisory first reported a position in BOND in Q4 2015 and held it in 25 quarters. The position peaked at $43K in Q2 2016. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

RPg Family Wealth Advisory reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 175 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $17.8K.
RPg Family Wealth Advisory first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2015 and held it in 25 quarters.
RPg Family Wealth Advisory's PIMCO Active Bond Exchange-Traded Fund position peaked at $43K in Q2 2016.
378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.