Sheaff Brock Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Sheaff Brock Investment Advisors’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 Q3	–	Sell	-5,650	Closed	-$607K	–	470
2019 Q2	$607K	Hold	5,650	–	–	0.07%	210
2019 Q1	$596K	Hold	5,650	–	–	0.07%	224
2018 Q4	$581K	Hold	5,650	–	–	0.09%	203
2018 Q3	$578K	Hold	5,650	–	–	0.05%	243
2018 Q2	$582K	Hold	5,650	–	–	0.06%	230
2018 Q1	$589K	Hold	5,650	–	–	0.06%	225
2017 Q4	$599K	Hold	5,650	–	–	0.08%	228
2017 Q3	$603K	Hold	5,650	–	–	0.08%	228
2017 Q2	$599K	Sell	5,650 -54	-0.9%	-$5.72K	0.08%	240
2017 Q1	$601K	Buy	5,704 +5	+0.1%	+$524	0.08%	250
2016 Q4	$593K	Buy	5,699 +49	+0.9%	+$5.16K	0.08%	258
2016 Q3	$610K	Hold	5,650	–	–	0.08%	245
2016 Q2	$607K	Hold	5,650	–	–	0.08%	247
2016 Q1	$596K	Hold	5,650	–	–	0.07%	256
2015 Q4	$589K	Buy	+5,650	New	+$598K	0.07%	286

Other funds holding BOND

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

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

BCI

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's BOND Position: Q3 2019 in Review

Sheaff Brock Investment Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2019, closing a stake of 5,650 shares — an estimated $607K sold.

Sheaff Brock Investment Advisors first reported a position in BOND in Q4 2015 and held it in 15 quarters. The position peaked at $610K in Q3 2016. 274 funds tracked by Wall St. Rank hold BOND as of Q3 2019.

Sheaff Brock Investment Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2019 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 5,650 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2019, an estimated $607K.
Sheaff Brock Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2015 and held it in 15 quarters.
Sheaff Brock Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $610K in Q3 2016.
274 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2019, filed 28 Oct 2019.