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

Stearns Financial Services 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
2020 Q3	$23K	Buy	+201	New	+$22.6K	﹤0.01%	188
2020 Q1	–	Sell	-197	Closed	-$21K	–	209
2019 Q4	$21K	Buy	197 +1	+0.5%	+$108	﹤0.01%	167
2019 Q3	$21K	Buy	+196	New	+$21.2K	﹤0.01%	160

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $672B AUM 33.48% 1-Year Est. Return

KFA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stearns Financial Services Group's BOND Position: Q3 2020 in Review

Stearns Financial Services Group opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2020: 201 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #188 among its holdings. This is a return to the name: Stearns Financial Services Group previously reported a position in BOND as recently as Q4 2019.

Stearns Financial Services Group first reported a position in BOND in Q3 2019 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold BOND as of Q3 2020.

Stearns Financial Services Group held 201 shares of PIMCO Active Bond Exchange-Traded Fund worth $23K as of Q3 2020.
PIMCO Active Bond Exchange-Traded Fund was a new Stearns Financial Services Group position in Q3 2020.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #188 holding.
Stearns Financial Services Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2019 and has held it in 3 quarters since.
343 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.