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Viridian RIA’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Viridian RIA’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
Q1 		– Sell
-2,656
Closed -$296K – 77
2020
Q4 		$300K Buy
+2,656
New +$298K 0.08% 60

Other funds holding BOND

Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Viridian RIA's BOND Position: Q1 2021 in Review

Viridian RIA sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2021, closing a stake of 2,656 shares — an estimated $296K sold.

Viridian RIA first reported a position in BOND in Q4 2020 and held it in 1 quarter. The position peaked at $300K in Q4 2020. 381 funds tracked by Wall St. Rank hold BOND as of Q1 2021.

  • Viridian RIA reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
  • Viridian RIA sold 2,656 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2021, an estimated $296K.
  • Viridian RIA first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 1 quarter.
  • Viridian RIA's PIMCO Active Bond Exchange-Traded Fund position peaked at $300K in Q4 2020.
  • 381 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2021.

Based on Viridian RIA's 13F filing for Q1 2021, filed 10 May 2021.