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Sullivan, Bruyette, Speros & Blaney’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 		$313K Buy
2,863
+1,425
+99% +$159K 0.01% 236
2020
Q4 		$163K Hold
1,438
– – 0.01% 312
2020
Q3 		$162K Buy
1,438
+520
+57% +$58.5K 0.01% 278
2020
Q2 		$102K Buy
+918
New +$101K 0.01% 319

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

Sullivan, Bruyette, Speros & Blaney's BOND Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 99% in Q1 2021, buying an estimated $159K and bringing the position to 2,863 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #236.

Sullivan, Bruyette, Speros & Blaney first reported a position in BOND in Q2 2020 and has held it in 4 quarters since. 381 funds tracked by Wall St. Rank hold BOND as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 2,863 shares of PIMCO Active Bond Exchange-Traded Fund worth $313K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 1,425 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2021, an estimated $159K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #236 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2020 and has held it in 4 quarters since.
  • 381 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.