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Vista Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Vista Investment Management’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
Q2 		– Sell
-8,692
Closed -$885K – 163
2022
Q1 		$885K Sell
8,692
-9,776
-53% -$1.03M 0.48% 67
2021
Q4 		$2.02M Sell
18,468
-543
-3% -$59.6K 1.1% 23
2021
Q3 		$2.1M Sell
19,011
-248
-1% -$27.7K 1.23% 22
2021
Q2 		$2.14M Sell
19,259
-342
-2% -$37.7K 1.26% 23
2021
Q1 		$2.15M Buy
19,601
+2,588
+15% +$288K 1.34% 20
2020
Q4 		$1.92M Buy
17,013
+2,357
+16% +$265K 1.29% 20
2020
Q3 		$1.65M Buy
14,656
+2,477
+20% +$278K 1.26% 22
2020
Q2 		$1.36M Sell
12,179
-204
-2% -$22.3K 1.17% 29
2020
Q1 		$1.31M Sell
12,383
-1,214
-9% -$132K 1.34% 23
2019
Q4 		$1.47M Buy
13,597
+358
+3% +$38.8K 1.1% 27
2019
Q3 		$1.44M Buy
13,239
+2
+0% +$217 1.19% 23
2019
Q2 		$1.42M Buy
13,237
+660
+5% +$69.9K 1.2% 25
2019
Q1 		$1.33M Buy
12,577
+1,757
+16% +$182K 1.16% 27
2018
Q4 		$1.11M Sell
10,820
-3,220
-23% -$327K 1.14% 27
2018
Q3 		$1.44M Buy
14,040
+317
+2% +$32.6K 1.27% 26
2018
Q2 		$1.41M Buy
13,723
+835
+6% +$85.9K 1.38% 19
2018
Q1 		$1.34M Buy
12,888
+510
+4% +$53.2K 1.41% 20
2017
Q4 		$1.31M Buy
+12,378
New +$1.32M 1.37% 20

Other funds holding BOND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

Vista Investment Management's BOND Position: Q2 2022 in Review

Vista Investment Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2022, closing a stake of 8,692 shares — an estimated $885K sold.

Vista Investment Management first reported a position in BOND in Q4 2017 and held it in 18 quarters. The position peaked at $2.15M in Q1 2021. 378 funds tracked by Wall St. Rank hold BOND as of Q2 2022.

  • Vista Investment Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Vista Investment Management sold 8,692 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2022, an estimated $885K.
  • Vista Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 18 quarters.
  • Vista Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.15M in Q1 2021.
  • 378 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2022.

Based on Vista Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.