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

Verus Capital 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
Q1 		$85K Buy
800
+200
+33% +$21.7K 0.03% 348
2019
Q4 		$65K Buy
+600
New +$65K 0.02% 511

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Verus Capital Partners's BOND Position: Q1 2020 in Review

Verus Capital Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 33% in Q1 2020, buying an estimated $21.7K and bringing the position to 800 shares worth $85K. The position accounts for 0.03% of the portfolio, ranked #348.

Verus Capital Partners first reported a position in BOND in Q4 2019 and has held it in 2 quarters since. 321 funds tracked by Wall St. Rank hold BOND as of Q1 2020.

  • Verus Capital Partners held 800 shares of PIMCO Active Bond Exchange-Traded Fund worth $85K as of Q1 2020.
  • Verus Capital Partners bought 200 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2020, an estimated $21.7K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.03% of Verus Capital Partners's portfolio in Q1 2020, its #348 holding.
  • Verus Capital Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 2 quarters since.
  • 321 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.