Wipfli Financial Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Wipfli Financial 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
2022 Q3	$0	Buy	+1	New	+$95	﹤0.01%	2560

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

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

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

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

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

BCI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

YAL

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Wipfli Financial Advisors's BOND Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2022: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2560 among its holdings.

339 funds tracked by Wall St. Rank hold BOND as of Q3 2022.

Wipfli Financial Advisors held 1 share of PIMCO Active Bond Exchange-Traded Fund worth $0 as of Q3 2022.
PIMCO Active Bond Exchange-Traded Fund was a new Wipfli Financial Advisors position in Q3 2022.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2560 holding.
339 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.