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

Wealth Architects’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
Q3 		– Sell
-3,250
Closed -$310K – 176
2022
Q2 		$310K Buy
+3,250
New +$316K 0.06% 134

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Carson Wealth (CWM LLC)
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Wealth Architects's BOND Position: Q3 2022 in Review

Wealth Architects sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2022, closing a stake of 3,250 shares — an estimated $310K sold.

Wealth Architects first reported a position in BOND in Q2 2022 and held it in 1 quarter. The position peaked at $310K in Q2 2022. 341 funds tracked by Wall St. Rank hold BOND as of Q3 2022.

  • Wealth Architects reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Wealth Architects sold 3,250 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2022, an estimated $310K.
  • Wealth Architects first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2022 and held it in 1 quarter.
  • Wealth Architects's PIMCO Active Bond Exchange-Traded Fund position peaked at $310K in Q2 2022.
  • 341 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2022.

Based on Wealth Architects's 13F filing for Q3 2022, filed 24 Oct 2022.