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

tru Independence’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 Q2	–	Sell	-7,350	Closed	-$805K	–	288
2021 Q1	$805K	Buy	+7,350	New	+$818K	0.15%	137
2020 Q4	–	Sell	-7,350	Closed	-$826K	–	771
2020 Q3	$826K	Buy	+7,350	New	+$826K	0.23%	86

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

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

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

BCI

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

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

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

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

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

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

tru Independence's BOND Position: Q2 2021 in Review

tru Independence sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2021, closing a stake of 7,350 shares — an estimated $805K sold.

tru Independence first reported a position in BOND in Q3 2020 and held it in 2 quarters. The position peaked at $826K in Q3 2020. 383 funds tracked by Wall St. Rank hold BOND as of Q2 2021.

tru Independence reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
tru Independence sold 7,350 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2021, an estimated $805K.
tru Independence first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and held it in 2 quarters.
tru Independence's PIMCO Active Bond Exchange-Traded Fund position peaked at $826K in Q3 2020.
383 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.