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

Watchman Group’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
Q4 		– Sell
-2,602
Closed -$233K – 69
2022
Q3 		$233K Sell
2,602
-330
-11% -$31.2K 0.15% 62
2022
Q2 		$279K Sell
2,932
-1,202
-29% -$117K 0.17% 58
2022
Q1 		$420K Buy
+4,134
New +$435K 0.25% 58

Other funds holding BOND

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Watchman Group's BOND Position: Q4 2022 in Review

Watchman Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2022, closing a stake of 2,602 shares — an estimated $233K sold.

Watchman Group first reported a position in BOND in Q1 2022 and held it in 3 quarters. The position peaked at $420K in Q1 2022. 368 funds tracked by Wall St. Rank hold BOND as of Q4 2022.

  • Watchman Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • Watchman Group sold 2,602 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2022, an estimated $233K.
  • Watchman Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2022 and held it in 3 quarters.
  • Watchman Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $420K in Q1 2022.
  • 368 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2022.

Based on Watchman Group's 13F filing for Q4 2022, filed 9 Feb 2023.