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

Tranquility Partners’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
2020 Q3	–	Sell	-2,047	Closed	-$228K	–	150
2020 Q2	$228K	Sell	2,047 -94	-4%	-$10.3K	0.21%	127
2020 Q1	$227K	Hold	2,141	–	–	0.26%	107
2019 Q4	$231K	Hold	2,141	–	–	0.21%	134
2019 Q3	$233K	Sell	2,141 -158	-7%	-$17.1K	0.25%	130
2019 Q2	$247K	Buy	+2,299	New	+$243K	0.27%	119

Other funds holding BOND

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

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

BCI

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tranquility Partners's BOND Position: Q3 2020 in Review

Tranquility Partners sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2020, closing a stake of 2,047 shares — an estimated $228K sold.

Tranquility Partners first reported a position in BOND in Q2 2019 and held it in 5 quarters. The position peaked at $247K in Q2 2019. 343 funds tracked by Wall St. Rank hold BOND as of Q3 2020.

Tranquility Partners reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
Tranquility Partners sold 2,047 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2020, an estimated $228K.
Tranquility Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2019 and held it in 5 quarters.
Tranquility Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $247K in Q2 2019.
343 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2020.

Based on Tranquility Partners's 13F filing for Q3 2020, filed 10 Nov 2020.