TrueWealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

TrueWealth Advisors’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
2023 Q1	–	Sell	-9,504	Closed	-$860K	–	184
2022 Q4	$860K	Hold	9,504	–	–	0.38%	54
2022 Q3	$853K	Buy	9,504 +595	+7%	+$56.3K	0.4%	50
2022 Q2	$849K	Buy	8,909 +181	+2%	+$17.6K	0.39%	57
2022 Q1	$955K	Hold	8,728	–	–	0.43%	53
2021 Q4	$955K	Buy	8,728 +77	+0.9%	+$8.46K	0.43%	53
2021 Q3	$956K	Buy	+8,651	New	+$965K	0.54%	45
2021 Q1	–	Sell	-14,030	Closed	-$1.57M	–	126
2020 Q4	$1.57M	Buy	+14,030	New	+$1.58M	1.35%	25

Other funds holding BOND

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

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

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

BCI

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

TrueWealth Advisors's BOND Position: Q1 2023 in Review

TrueWealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2023, closing a stake of 9,504 shares — an estimated $860K sold.

TrueWealth Advisors first reported a position in BOND in Q4 2020 and held it in 7 quarters. The position peaked at $1.57M in Q4 2020. 371 funds tracked by Wall St. Rank hold BOND as of Q1 2023.

TrueWealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
TrueWealth Advisors sold 9,504 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2023, an estimated $860K.
TrueWealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 7 quarters.
TrueWealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.57M in Q4 2020.
371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2023.

Based on TrueWealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.