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SVA Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

SVA Wealth 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
2020
Q4 		$5.32M Buy
47,038
+225
+0.5% +$25.3K 0.46% 48
2020
Q3 		$5.26M Buy
46,813
+1,028
+2% +$116K 0.52% 45
2020
Q2 		$5.11M Buy
45,785
+7,292
+19% +$799K 0.55% 44
2020
Q1 		$4.09M Sell
38,493
-4,584
-11% -$498K 0.47% 45
2019
Q4 		$4.64M Buy
43,077
+21,220
+97% +$2.3M 0.43% 54
2019
Q3 		$2.38M Buy
21,857
+162
+0.7% +$17.5K 0.23% 86
2019
Q2 		$2.33M Sell
21,695
-2,512
-10% -$266K 0.23% 85
2019
Q1 		$2.56M Sell
24,207
-6,494
-21% -$674K 0.25% 85
2018
Q4 		$3.15M Buy
30,701
+20,236
+193% +$2.06M 0.35% 65
2018
Q3 		$1.07M Sell
10,465
-8,700
-45% -$895K 0.11% 121
2018
Q2 		$1.98M Buy
+19,165
New +$1.97M 0.21% 90
2014
Q3 		– Sell
-6,353
Closed -$692K – 160
2014
Q2 		$692K Sell
6,353
-80
-1% -$8.64K 0.3% 77
2014
Q1 		$686K Sell
6,433
-25,551
-80% -$2.71M 0.32% 71
2013
Q4 		$3.35M Buy
+31,984
New +$3.39M 2% 12

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SVA Wealth Management's BOND Position: Q4 2020 in Review

SVA Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.48% in Q4 2020, buying an estimated $25.3K and bringing the position to 47,038 shares worth $5.32M. The position accounts for 0.46% of the portfolio, ranked #48.

SVA Wealth Management first reported a position in BOND in Q4 2013 and has held it in 14 quarters since. 376 funds tracked by Wall St. Rank hold BOND as of Q4 2020.

  • SVA Wealth Management held 47,038 shares of PIMCO Active Bond Exchange-Traded Fund worth $5.32M as of Q4 2020.
  • SVA Wealth Management bought 225 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2020, an estimated $25.3K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.46% of SVA Wealth Management's portfolio in Q4 2020, its #48 holding.
  • SVA Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2013 and has held it in 14 quarters since.
  • 376 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.