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

Tanglewood 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
2013
Q3 		– Sell
-126,964
Closed -$13.4M – 6
2013
Q2 		$13.4M Buy
+126,964
New +$13.8M 11.51% 5

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IAS
INR Advisory Services Media, Pennsylvania $786M AUM 2.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Tanglewood Wealth Management's BOND Position: Q3 2013 in Review

Tanglewood Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2013, closing a stake of 126,964 shares — an estimated $13.4M sold.

Tanglewood Wealth Management first reported a position in BOND in Q2 2013 and held it in 1 quarter. The position peaked at $13.4M in Q2 2013. 190 funds tracked by Wall St. Rank hold BOND as of Q3 2013.

  • Tanglewood Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2013 after selling out during the quarter.
  • Tanglewood Wealth Management sold 126,964 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2013, an estimated $13.4M.
  • Tanglewood Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and held it in 1 quarter.
  • Tanglewood Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $13.4M in Q2 2013.
  • 190 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2013.

Based on Tanglewood Wealth Management's 13F filing for Q3 2013, filed 25 Oct 2013.