Stone House Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Stone House Investment Management’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
2022 Q2	–	Sell	-8,583	Closed	-$874K	–	43
2022 Q1	$874K	Buy	8,583 +184	+2%	+$19.4K	0.3%	24
2021 Q4	$919K	Sell	8,399 -487	-5%	-$53.5K	0.31%	25
2021 Q3	$986K	Hold	8,886	–	–	0.38%	23
2021 Q2	$986K	Sell	8,886 -68,436	-89%	-$7.55M	0.38%	23
2021 Q1	$8.75M	Hold	77,322	–	–	4.41%	9
2020 Q4	$8.75M	Buy	77,322 +4,367	+6%	+$490K	4.4%	9
2020 Q3	$8.2M	Buy	+72,955	New	+$8.2M	3.31%	10
2019 Q2	–	Sell	-1,131	Closed	-$119K	–	49
2019 Q1	$119K	Buy	+1,131	New	+$117K	0.06%	55
2018 Q3	–	Sell	-1,998	Closed	-$206K	–	51
2018 Q2	$206K	Sell	1,998 -463	-19%	-$47.6K	0.13%	46
2018 Q1	$256K	Buy	2,461 +31	+1%	+$3.24K	0.17%	38
2017 Q4	$258K	Buy	+2,430	New	+$258K	0.17%	34

Other funds holding BOND

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

YAL

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

Stone House Investment Management's BOND Position: Q2 2022 in Review

Stone House Investment Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 8,583 shares — an estimated $874K sold.

Stone House Investment Management first reported a position in BOND in Q4 2017 and held it in 11 quarters. The position peaked at $8.75M in Q1 2021. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

Stone House Investment Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Stone House Investment Management sold 8,583 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $874K.
Stone House Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 11 quarters.
Stone House Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $8.75M in Q1 2021.
378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Stone House Investment Management's 13F filing for Q2 2022, filed 19 Jul 2022.