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

Washington Trust’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 Q3	–	Sell	-429	Closed	-$48K	–	986
2020 Q2	$48K	Hold	429	–	–	﹤0.01%	396
2020 Q1	$46K	Buy	+429	New	+$46.6K	﹤0.01%	399

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Washington Trust's BOND Position: Q3 2020 in Review

Washington Trust sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2020, closing a stake of 429 shares — an estimated $48K sold.

Washington Trust first reported a position in BOND in Q1 2020 and held it in 2 quarters. The position peaked at $48K in Q2 2020. 343 funds tracked by Wall St. Rank hold BOND as of Q3 2020.

Washington Trust reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
Washington Trust sold 429 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2020, an estimated $48K.
Washington Trust first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and held it in 2 quarters.
Washington Trust's PIMCO Active Bond Exchange-Traded Fund position peaked at $48K in Q2 2020.
343 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2020.

Based on Washington Trust's 13F filing for Q3 2020, filed 5 Nov 2020.