Sanders Morris Harris’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Sanders Morris Harris’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 Q3	–	Sell	-1,800	Closed	-$200K	–	314
2021 Q2	$200K	Buy	+1,800	New	+$199K	0.04%	293
2021 Q1	–	Sell	-1,800	Closed	-$204K	–	303
2020 Q4	$204K	Hold	1,800	–	–	0.05%	252
2020 Q3	$202K	Buy	+1,800	New	+$202K	0.05%	236

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

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

Sanders Morris Harris's BOND Position: Q3 2021 in Review

Sanders Morris Harris sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2021, closing a stake of 1,800 shares — an estimated $200K sold.

Sanders Morris Harris first reported a position in BOND in Q3 2020 and held it in 3 quarters. The position peaked at $204K in Q4 2020. 381 funds tracked by Wall St. Rank hold BOND as of Q3 2021.

Sanders Morris Harris reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
Sanders Morris Harris sold 1,800 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2021, an estimated $200K.
Sanders Morris Harris first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and held it in 3 quarters.
Sanders Morris Harris's PIMCO Active Bond Exchange-Traded Fund position peaked at $204K in Q4 2020.
381 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2021.

Based on Sanders Morris Harris's 13F filing for Q3 2021, filed 13 Oct 2021.