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

SkyView 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
2023 Q3	–	Sell	-5,135	Closed	-$471K	–	614
2023 Q2	$471K	Sell	5,135 -44	-0.8%	-$4.06K	0.12%	228
2023 Q1	$480K	Buy	5,179 +20	+0.4%	+$1.85K	0.11%	227
2022 Q4	$467K	Sell	5,159 -95	-2%	-$8.55K	0.14%	220
2022 Q3	$471K	Sell	5,254 -82	-2%	-$7.76K	0.14%	233
2022 Q2	$508K	Sell	5,336 -1,974	-27%	-$192K	0.13%	224
2022 Q1	$705K	Sell	7,310 -1,216	-14%	-$128K	0.17%	184
2021 Q4	$933K	Buy	8,526 +37	+0.4%	+$4.06K	0.21%	128
2021 Q3	$938K	Sell	8,489 -60,006	-88%	-$6.69M	0.26%	103
2021 Q2	$7.5M	Hold	68,495	–	–	3.5%	2
2021 Q1	$7.5M	Buy	68,495 +2,625	+4%	+$292K	3.32%	2
2020 Q4	$7.45M	Buy	+65,870	New	+$7.4M	3.51%	2

Other funds holding BOND

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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

BCI

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

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

SkyView Investment Advisors's BOND Position: Q3 2023 in Review

SkyView Investment Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2023, closing a stake of 5,135 shares — an estimated $471K sold.

SkyView Investment Advisors first reported a position in BOND in Q4 2020 and held it in 11 quarters. The position peaked at $7.5M in Q2 2021. 363 funds tracked by Wall St. Rank hold BOND as of Q3 2023.

SkyView Investment Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
SkyView Investment Advisors sold 5,135 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2023, an estimated $471K.
SkyView Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 11 quarters.
SkyView Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $7.5M in Q2 2021.
363 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.