TrustCore Financial Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

TrustCore Financial Services’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 Q4	$8.96K	Buy	+99	New	+$8.91K	﹤0.01%	742
2019 Q3	–	Sell	-80	Closed	-$9K	–	945
2019 Q2	$9K	Buy	+80	New	+$8.47K	﹤0.01%	648

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

TrustCore Financial Services's BOND Position: Q4 2022 in Review

TrustCore Financial Services opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2022: 99 shares worth $8.96K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: TrustCore Financial Services previously reported a position in BOND as recently as Q2 2019.

TrustCore Financial Services first reported a position in BOND in Q2 2019 and has held it in 2 quarters since. The position peaked at $9K in Q2 2019. 368 funds tracked by Wall St. Rank hold BOND as of Q4 2022.

TrustCore Financial Services held 99 shares of PIMCO Active Bond Exchange-Traded Fund worth $8.96K as of Q4 2022.
PIMCO Active Bond Exchange-Traded Fund was a new TrustCore Financial Services position in Q4 2022.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #742 holding.
TrustCore Financial Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2019 and has held it in 2 quarters since.
TrustCore Financial Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $9K in Q2 2019.
368 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.