TrueWealth Advisors’s Abacus Flexible Bond Leaders ETF ABXB Stock Holding History

TrueWealth Advisors’s Portfolio ABXB Stock Details ABXB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-19,223	Closed	-$474K	–	200
2022 Q1	$474K	Hold	19,223	–	–	0.21%	94
2021 Q4	$474K	Buy	19,223 +7,667	+66%	+$189K	0.21%	94
2021 Q3	$287K	Buy	11,556 +60	+0.5%	+$1.51K	0.16%	106
2021 Q2	$290K	Sell	11,496 -3,044	-21%	-$76.3K	0.17%	102
2021 Q1	$364K	Buy	+14,540	New	+$365K	0.24%	78

Other funds holding ABXB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $396M AUM 83.27% 1-Year Est. Return

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TrueWealth Advisors's ABXB Position: Q2 2022 in Review

TrueWealth Advisors sold out of Abacus Flexible Bond Leaders ETF (ABXB) in Q2 2022, closing a stake of 19,223 shares — an estimated $474K sold.

TrueWealth Advisors first reported a position in ABXB in Q1 2021 and held it in 5 quarters. The position peaked at $474K in Q1 2022. 16 funds tracked by Wall St. Rank hold ABXB as of Q2 2022.

TrueWealth Advisors reported no remaining Abacus Flexible Bond Leaders ETF position as of Q2 2022 after selling out during the quarter.
TrueWealth Advisors sold 19,223 Abacus Flexible Bond Leaders ETF shares in Q2 2022, an estimated $474K.
TrueWealth Advisors first reported a position in Abacus Flexible Bond Leaders ETF in Q1 2021 and held it in 5 quarters.
TrueWealth Advisors's Abacus Flexible Bond Leaders ETF position peaked at $474K in Q1 2022.
16 funds tracked by Wall St. Rank held Abacus Flexible Bond Leaders ETF as of Q2 2022.

Based on TrueWealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.