Squar Milner Financial Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-545	Closed	-$57K	–	273
2020 Q1	$57K	Hold	545	–	–	0.03%	348
2019 Q4	$58K	Buy	+545	New	+$59K	0.03%	393
2019 Q3	–	Sell	-545	Closed	-$59K	–	280
2019 Q2	$59K	Sell	545 -55	-9%	-$5.82K	0.04%	333
2019 Q1	$63K	Hold	600	–	–	0.05%	300
2018 Q4	$62K	Hold	600	–	–	0.06%	266
2018 Q3	$61K	Hold	600	–	–	0.05%	280
2018 Q2	$62K	Buy	+600	New	+$61.7K	0.05%	303

Other funds holding BOND

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

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

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Squar Milner Financial Services's BOND Position: Q2 2020 in Review

Squar Milner Financial Services sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2020, closing a stake of 545 shares — an estimated $57K sold.

Squar Milner Financial Services first reported a position in BOND in Q2 2018 and held it in 7 quarters. The position peaked at $63K in Q1 2019. 318 funds tracked by Wall St. Rank hold BOND as of Q2 2020.

Squar Milner Financial Services reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 545 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2020, an estimated $57K.
Squar Milner Financial Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $63K in Q1 2019.
318 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.