Sandy Spring Bank’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Sandy Spring Bank’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	-175	Closed	-$19K	–	1217
2021 Q3	$19K	Sell	175 -100	-36%	-$11.2K	﹤0.01%	765
2021 Q2	$31K	Buy	+275	New	+$30.3K	﹤0.01%	678
2014 Q3	–	Sell	-464	Closed	-$51K	–	776
2014 Q2	$51K	Buy	+464	New	+$50.1K	0.01%	416

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

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

Sandy Spring Bank's BOND Position: Q4 2021 in Review

Sandy Spring Bank sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2021, closing a stake of 175 shares — an estimated $19K sold.

Sandy Spring Bank first reported a position in BOND in Q2 2014 and held it in 3 quarters. The position peaked at $51K in Q2 2014. 410 funds tracked by Wall St. Rank hold BOND as of Q4 2021.

Sandy Spring Bank reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Sandy Spring Bank sold 175 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2021, an estimated $19K.
Sandy Spring Bank first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2014 and held it in 3 quarters.
Sandy Spring Bank's PIMCO Active Bond Exchange-Traded Fund position peaked at $51K in Q2 2014.
410 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2021.

Based on Sandy Spring Bank's 13F filing for Q4 2021, filed 11 Feb 2022.