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TCWP’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

TCWP’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
-1,955
Closed -$198K – 469
2022
Q1 		$198K Sell
1,955
-1,339
-41% -$141K 0.04% 269
2021
Q4 		$360K Buy
+3,294
New +$362K 0.07% 183

Other funds holding BOND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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

TCWP's BOND Position: Q2 2022 in Review

TCWP sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 1,955 shares — an estimated $198K sold.

TCWP first reported a position in BOND in Q4 2021 and held it in 2 quarters. The position peaked at $360K in Q4 2021. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

  • TCWP reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 1,955 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $198K.
  • TCWP first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
  • TCWP's PIMCO Active Bond Exchange-Traded Fund position peaked at $360K in Q4 2021.
  • 378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.