Wealthstreet Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-3,900	Closed	-$427K	–	115
2021 Q1	$427K	Hold	3,900	–	–	0.04%	270
2020 Q4	$441K	Hold	3,900	–	–	0.04%	253
2020 Q3	$438K	Buy	3,900 +1,000	+34%	+$112K	0.05%	236
2020 Q2	$324K	Buy	+2,900	New	+$318K	0.04%	260

Other funds holding BOND

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthstreet Investment Advisors's BOND Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2021, closing a stake of 3,900 shares — an estimated $427K sold.

Wealthstreet Investment Advisors first reported a position in BOND in Q2 2020 and held it in 4 quarters. The position peaked at $441K in Q4 2020. 383 funds tracked by Wall St. Rank hold BOND as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 3,900 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2021, an estimated $427K.
Wealthstreet Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2020 and held it in 4 quarters.
Wealthstreet Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $441K in Q4 2020.
383 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.