Summit Financial Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Summit Financial Wealth Advisors’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 Q1	–	Sell	-2,100	Closed	-$228K	–	134
2021 Q4	$228K	Buy	2,100 +191	+10%	+$21K	0.04%	124
2021 Q3	$211K	Sell	1,909 -5	-0.3%	-$557	0.05%	117
2021 Q2	$212K	Sell	1,914 -39	-2%	-$4.3K	0.05%	117
2021 Q1	$221K	Sell	1,953 -218	-10%	-$24.3K	0.06%	106
2020 Q4	$244K	Buy	2,171 +205	+10%	+$23K	0.07%	91
2020 Q3	$219K	Sell	1,966 -619	-24%	-$69.6K	0.06%	107
2020 Q2	$289K	Hold	2,585	–	–	0.08%	96
2020 Q1	$277K	Buy	2,585 +74	+3%	+$8.04K	0.09%	94
2019 Q4	$275K	Buy	2,511 +26	+1%	+$2.81K	0.07%	115
2019 Q3	$269K	Buy	2,485 +18	+0.7%	+$1.95K	0.07%	123
2019 Q2	$265K	Buy	2,467 +9	+0.4%	+$953	0.06%	129
2019 Q1	$258K	Sell	2,458 -86	-3%	-$8.93K	0.07%	115
2018 Q4	$261K	Buy	+2,544	New	+$258K	0.08%	105

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Summit Financial Wealth Advisors's BOND Position: Q1 2022 in Review

Summit Financial Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2022, closing a stake of 2,100 shares — an estimated $228K sold.

Summit Financial Wealth Advisors first reported a position in BOND in Q4 2018 and held it in 13 quarters. The position peaked at $289K in Q2 2020. 402 funds tracked by Wall St. Rank hold BOND as of Q1 2022.

Summit Financial Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Summit Financial Wealth Advisors sold 2,100 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2022, an estimated $228K.
Summit Financial Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and held it in 13 quarters.
Summit Financial Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $289K in Q2 2020.
402 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.