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Sequoia Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Sequoia Wealth Management’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
Q4 		$367K Buy
3,403
+1,548
+83% +$168K 2.84% 14
2019
Q3 		$201K Buy
+1,855
New +$201K 0.41% 53

Other funds holding BOND

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sequoia Wealth Management's BOND Position: Q4 2019 in Review

Sequoia Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 83% in Q4 2019, buying an estimated $168K and bringing the position to 3,403 shares worth $367K. The position accounts for 2.84% of the portfolio, ranked #14.

Sequoia Wealth Management first reported a position in BOND in Q3 2019 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold BOND as of Q4 2019.

  • Sequoia Wealth Management held 3,403 shares of PIMCO Active Bond Exchange-Traded Fund worth $367K as of Q4 2019.
  • Sequoia Wealth Management bought 1,548 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2019, an estimated $168K.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.84% of Sequoia Wealth Management's portfolio in Q4 2019, its #14 holding.
  • Sequoia Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2019 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.