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Tortoise Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Tortoise Investment 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
2021
Q3 		– Sell
-479
Closed -$53K – 617
2021
Q2 		$53K Hold
479
– – 0.01% 271
2021
Q1 		$52K Buy
+479
New +$53.3K 0.01% 252

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Tortoise Investment Management's BOND Position: Q3 2021 in Review

Tortoise Investment Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2021, closing a stake of 479 shares — an estimated $53K sold.

Tortoise Investment Management first reported a position in BOND in Q1 2021 and held it in 2 quarters. The position peaked at $53K in Q2 2021. 381 funds tracked by Wall St. Rank hold BOND as of Q3 2021.

  • Tortoise Investment Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
  • Tortoise Investment Management sold 479 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2021, an estimated $53K.
  • Tortoise Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and held it in 2 quarters.
  • Tortoise Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $53K in Q2 2021.
  • 381 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2021.

Based on Tortoise Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.