Salem Investment Counselors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Salem Investment Counselors’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	-100	Closed	-$10K	–	1077
2022 Q1	$10K	Sell	100 -2,256	-96%	-$237K	﹤0.01%	748
2021 Q4	$258K	Sell	2,356 -207	-8%	-$22.7K	0.01%	340
2021 Q3	$283K	Hold	2,563	–	–	0.02%	299
2021 Q2	$284K	Buy	2,563 +262	+11%	+$28.9K	0.02%	292
2021 Q1	$252K	Buy	2,301 +201	+10%	+$22.4K	0.02%	263
2020 Q4	$238K	Buy	+2,100	New	+$236K	0.02%	265

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

Salem Investment Counselors's BOND Position: Q2 2022 in Review

Salem Investment Counselors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 100 shares — an estimated $10K sold.

Salem Investment Counselors first reported a position in BOND in Q4 2020 and held it in 6 quarters. The position peaked at $284K in Q2 2021. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

Salem Investment Counselors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Salem Investment Counselors sold 100 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $10K.
Salem Investment Counselors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 6 quarters.
Salem Investment Counselors's PIMCO Active Bond Exchange-Traded Fund position peaked at $284K in Q2 2021.
378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Salem Investment Counselors's 13F filing for Q2 2022, filed 17 Aug 2022.