Ten Capital Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Ten Capital 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
2023 Q2	–	Sell	-324	Closed	-$30.1K	–	227
2023 Q1	$30.1K	Sell	324 -1,192	-79%	-$110K	0.01%	276
2022 Q4	$137K	Sell	1,516 -164	-10%	-$14.8K	0.06%	107
2022 Q3	$151K	Hold	1,680	–	–	0.07%	93
2022 Q2	$160K	Sell	1,680 -86	-5%	-$8.36K	0.07%	90
2022 Q1	$180K	Sell	1,766 -215	-11%	-$22.6K	0.08%	87
2021 Q4	$217K	Hold	1,981	–	–	0.09%	67
2021 Q3	$219K	Sell	1,981 -50	-2%	-$5.58K	0.1%	61
2021 Q2	$225K	Sell	2,031 -131	-6%	-$14.4K	0.05%	126
2021 Q1	$236K	Sell	2,162 -600	-22%	-$66.8K	0.06%	120
2020 Q4	$312K	Sell	2,762 -40	-1%	-$4.49K	0.09%	110
2020 Q3	$315K	Buy	+2,802	New	+$315K	0.11%	90

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Ten Capital Wealth Advisors's BOND Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2023, closing a stake of 324 shares — an estimated $30.1K sold.

Ten Capital Wealth Advisors first reported a position in BOND in Q3 2020 and held it in 11 quarters. The position peaked at $315K in Q3 2020. 371 funds tracked by Wall St. Rank hold BOND as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 324 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2023, an estimated $30.1K.
Ten Capital Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and held it in 11 quarters.
Ten Capital Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $315K in Q3 2020.
371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.