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

Vontobel Holding’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 Q4	–	Sell	-2,275	Closed	-$252K	–	1074
2021 Q3	$252K	Hold	2,275	–	–	﹤0.01%	980
2021 Q2	$252K	Sell	2,275 -2,275	-50%	-$251K	﹤0.01%	979
2021 Q1	$498K	Buy	4,550 +900	+25%	+$100K	﹤0.01%	678
2020 Q4	$413K	Buy	+3,650	New	+$410K	﹤0.01%	705

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

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

Vontobel Holding's BOND Position: Q4 2021 in Review

Vontobel Holding sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2021, closing a stake of 2,275 shares — an estimated $252K sold.

Vontobel Holding first reported a position in BOND in Q4 2020 and held it in 4 quarters. The position peaked at $498K in Q1 2021. 410 funds tracked by Wall St. Rank hold BOND as of Q4 2021.

Vontobel Holding reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Vontobel Holding sold 2,275 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2021, an estimated $252K.
Vontobel Holding first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 4 quarters.
Vontobel Holding's PIMCO Active Bond Exchange-Traded Fund position peaked at $498K in Q1 2021.
410 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.