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

WealthOne’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
2019 Q1	–	Sell	-1,461	Closed	-$150K	–	126
2018 Q4	$150K	Buy	+1,461	New	+$148K	0.13%	92

Other funds holding BOND

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

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

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

KFA

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

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

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

BCI

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

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

RMC

Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthOne's BOND Position: Q1 2019 in Review

WealthOne sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2019, closing a stake of 1,461 shares — an estimated $150K sold.

WealthOne first reported a position in BOND in Q4 2018 and held it in 1 quarter. The position peaked at $150K in Q4 2018. 247 funds tracked by Wall St. Rank hold BOND as of Q1 2019.

WealthOne reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
WealthOne sold 1,461 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2019, an estimated $150K.
WealthOne first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and held it in 1 quarter.
WealthOne's PIMCO Active Bond Exchange-Traded Fund position peaked at $150K in Q4 2018.
247 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.