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SNS Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

SNS Financial Group’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
Q1 		– Sell
-1,785
Closed -$202K – 211
2020
Q4 		$202K Hold
1,785
– – 0.03% 188
2020
Q3 		$201K Sell
1,785
-420
-19% -$47.2K 0.03% 186
2020
Q2 		$246K Hold
2,205
– – 0.04% 157
2020
Q1 		$234K Hold
2,205
– – 0.04% 165
2019
Q4 		$238K Sell
2,205
-100
-4% -$10.8K 0.04% 188
2019
Q3 		$251K Hold
2,305
– – 0.05% 167
2019
Q2 		$248K Hold
2,305
– – 0.05% 171
2019
Q1 		$243K Buy
2,305
+35
+2% +$3.63K 0.05% 161
2018
Q4 		$233K Buy
2,270
+35
+2% +$3.56K 0.06% 158
2018
Q3 		$229K Hold
2,235
– – 0.05% 158
2018
Q2 		$230K Hold
2,235
– – 0.06% 148
2018
Q1 		$233K Buy
2,235
+125
+6% +$13.1K 0.06% 141
2017
Q4 		$224K Hold
2,110
– – 0.05% 154
2017
Q3 		$225K Hold
2,110
– – 0.06% 152
2017
Q2 		$224K Sell
2,110
-271
-11% -$28.7K 0.06% 150
2017
Q1 		$251K Buy
+2,381
New +$249K 0.06% 148
2014
Q4 		– Sell
-2,227
Closed -$242K – 112
2014
Q3 		$242K Buy
2,227
+174
+8% +$19K 0.08% 100
2014
Q2 		$224K Buy
+2,053
New +$222K 0.09% 97
2014
Q1 		– Sell
-4,350
Closed -$456K – 92
2013
Q4 		$456K Buy
4,350
+197
+5% +$20.9K 0.21% 79
2013
Q3 		$440K Buy
4,153
+709
+21% +$74.5K 0.28% 61
2013
Q2 		$363K Buy
+3,444
New +$376K 0.14% 66

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SNS Financial Group's BOND Position: Q1 2021 in Review

SNS Financial Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2021, closing a stake of 1,785 shares — an estimated $202K sold.

SNS Financial Group first reported a position in BOND in Q2 2013 and held it in 21 quarters. The position peaked at $456K in Q4 2013. 381 funds tracked by Wall St. Rank hold BOND as of Q1 2021.

  • SNS Financial Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
  • SNS Financial Group sold 1,785 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2021, an estimated $202K.
  • SNS Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 21 quarters.
  • SNS Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $456K in Q4 2013.
  • 381 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2021.

Based on SNS Financial Group's 13F filing for Q1 2021, filed 12 May 2021.