WIM
PBND

WealthPlan Investment Management’s Invesco PureBeta US Aggregate Bond ETF PBND Stock Holding History

WealthPlan Investment Management’s Portfolio PBND Stock Details PBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23,975
Closed -$529K – 595
2022
Q4 		$529K Sell
23,975
-46
-0.2% -$999 0.04% 246
2022
Q3 		$538K Buy
+24,021
New +$545K 0.04% 237
2022
Q1 		$735K Buy
+31,889
New +$787K 0.05% 202

Other funds holding PBND

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPlan Investment Management's PBND Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Invesco PureBeta US Aggregate Bond ETF (PBND) in Q1 2023, closing a stake of 23,975 shares — an estimated $529K sold.

WealthPlan Investment Management first reported a position in PBND in Q1 2022 and held it in 3 quarters. The position peaked at $735K in Q1 2022. 14 funds tracked by Wall St. Rank hold PBND as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Invesco PureBeta US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 23,975 Invesco PureBeta US Aggregate Bond ETF shares in Q1 2023, an estimated $529K.
  • WealthPlan Investment Management first reported a position in Invesco PureBeta US Aggregate Bond ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Invesco PureBeta US Aggregate Bond ETF position peaked at $735K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Invesco PureBeta US Aggregate Bond ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.