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

Total Clarity 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
2022 Q3	–	Sell	-1,635	Closed	-$156K	–	305
2022 Q2	$156K	Buy	+1,635	New	+$159K	0.08%	241
2022 Q1	–	Sell	-3,685	Closed	-$403K	–	290
2021 Q4	$403K	Sell	3,685 -325	-8%	-$35.7K	0.18%	124
2021 Q3	$443K	Buy	4,010 +455	+13%	+$50.7K	0.21%	119
2021 Q2	$394K	Sell	3,555 -500	-12%	-$55.2K	0.22%	128
2021 Q1	$444K	Sell	4,055 -200	-5%	-$22.3K	0.26%	98
2020 Q4	$481K	Buy	4,255 +120	+3%	+$13.5K	0.33%	81
2020 Q3	$465K	Hold	4,135	–	–	0.41%	74
2020 Q2	$461K	Hold	4,135	–	–	0.42%	63
2020 Q1	$439K	Buy	4,135 +55	+1%	+$5.98K	0.68%	49
2019 Q4	$440K	Buy	+4,080	New	+$442K	0.33%	69

Other funds holding BOND

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Total Clarity Wealth Management's BOND Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2022, closing a stake of 1,635 shares — an estimated $156K sold.

Total Clarity Wealth Management first reported a position in BOND in Q4 2019 and held it in 10 quarters. The position peaked at $481K in Q4 2020. 339 funds tracked by Wall St. Rank hold BOND as of Q3 2022.

Total Clarity Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,635 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2022, an estimated $156K.
Total Clarity Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 10 quarters.
Total Clarity Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $481K in Q4 2020.
339 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.