Waverly Advisors LLC boosted its holdings in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 59.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,022,276 shares of the exchange traded fund’s stock after purchasing an additional 381,386 shares during the quarter. Pimco Total Return ETF comprises 0.7% of Waverly Advisors LLC’s investment portfolio, making the stock its 25th largest holding. Waverly Advisors LLC’s holdings in Pimco Total Return ETF were worth $94,336,000 as of its most recent SEC filing.
A number of other large investors have also recently bought and sold shares of BOND. Koss Olinger Consulting LLC increased its stake in Pimco Total Return ETF by 100.5% in the fourth quarter. Koss Olinger Consulting LLC now owns 1,315,663 shares of the exchange traded fund’s stock valued at $122,462,000 after purchasing an additional 659,320 shares during the period. LPL Financial LLC boosted its stake in shares of Pimco Total Return ETF by 25.5% during the fourth quarter. LPL Financial LLC now owns 2,895,952 shares of the exchange traded fund’s stock worth $269,555,000 after buying an additional 587,532 shares during the period. AE Wealth Management LLC boosted its stake in shares of Pimco Total Return ETF by 47.6% during the fourth quarter. AE Wealth Management LLC now owns 1,482,067 shares of the exchange traded fund’s stock worth $137,951,000 after buying an additional 477,930 shares during the period. Evolve Private Wealth LLC acquired a new stake in shares of Pimco Total Return ETF during the fourth quarter worth about $43,614,000. Finally, Morgan Stanley grew its holdings in shares of Pimco Total Return ETF by 14.2% during the fourth quarter. Morgan Stanley now owns 3,380,670 shares of the exchange traded fund’s stock worth $314,673,000 after buying an additional 419,755 shares during the last quarter.
Pimco Total Return ETF Stock Up 0.1%
Shares of BOND stock opened at $90.56 on Friday. The stock has a market capitalization of $8.38 billion, a PE ratio of 1.60 and a beta of 0.27. Pimco Total Return ETF has a 52-week low of $90.36 and a 52-week high of $94.68. The stock’s 50-day moving average price is $91.59 and its 200 day moving average price is $92.51.
Pimco Total Return ETF Profile
The PIMCO Active Bond Exchange-Traded Fund (BOND) is an exchange-traded fund that is based on the Barclays U.S. Aggregate index. The fund is an actively managed portfolio that aims to maintain a consistent level of dividend income by investing in a broad array of fixed income sectors and utilizing income efficient implementation strategies. BOND was launched on Mar 1, 2012 and is managed by PIMCO.
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