White Lighthouse Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

White Lighthouse Investment Management’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	-2,277	Closed	-$249K	–	121
2021 Q1	$249K	Buy	2,277 +27	+1%	+$3.01K	0.08%	101
2020 Q4	$254K	Sell	2,250 -45	-2%	-$5.05K	0.08%	100
2020 Q3	$258K	Buy	2,295 +100	+5%	+$11.2K	0.09%	102
2020 Q2	$245K	Sell	2,195 -1,090	-33%	-$119K	0.09%	105
2020 Q1	$349K	Buy	3,285 +100	+3%	+$10.9K	0.15%	87
2019 Q4	$343K	Buy	3,185 +270	+9%	+$29.2K	0.13%	99
2019 Q3	$317K	Buy	+2,915	New	+$316K	0.13%	99
2018 Q4	–	Sell	-2,405	Closed	-$246K	–	111
2018 Q3	$246K	Sell	2,405 -785	-25%	-$80.7K	0.13%	103
2018 Q2	$329K	Buy	3,190 +900	+39%	+$92.6K	0.18%	88
2018 Q1	$239K	Buy	+2,290	New	+$239K	0.14%	103

Other funds holding BOND

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

White Lighthouse Investment Management's BOND Position: Q2 2021 in Review

White Lighthouse Investment Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2021, closing a stake of 2,277 shares — an estimated $249K sold.

White Lighthouse Investment Management first reported a position in BOND in Q1 2018 and held it in 10 quarters. The position peaked at $349K in Q1 2020. 383 funds tracked by Wall St. Rank hold BOND as of Q2 2021.

White Lighthouse Investment Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
White Lighthouse Investment Management sold 2,277 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2021, an estimated $249K.
White Lighthouse Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2018 and held it in 10 quarters.
White Lighthouse Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $349K in Q1 2020.
383 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2021.

Based on White Lighthouse Investment Management's 13F filing for Q2 2021, filed 26 Jul 2021.