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

WealthShield’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
2017
Q4 		$9K Buy
+84
New +$8.93K 0.01% 195

Other funds holding BOND

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthShield's BOND Position: Q4 2017 in Review

WealthShield opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2017: 84 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #195 among its holdings.

220 funds tracked by Wall St. Rank hold BOND as of Q4 2017.

  • WealthShield held 84 shares of PIMCO Active Bond Exchange-Traded Fund worth $9K as of Q4 2017.
  • PIMCO Active Bond Exchange-Traded Fund was a new WealthShield position in Q4 2017.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of WealthShield's portfolio in Q4 2017, its #195 holding.
  • 220 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.