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Accredited Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Accredited Wealth 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
2025
Q3 		$2.92M Sell
11,480
-16,278
-59% -$1.5M 2.17% 14
2025
Q2 		$2.56M Buy
27,758
+3,570
+15% +$325K 2.07% 15
2025
Q1 		$2.24M Buy
24,188
+3,324
+16% +$304K 1.89% 13
2024
Q4 		$1.89M Buy
+20,864
New +$1.92M 1.66% 16

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Accredited Wealth Management's BOND Position: Q3 2025 in Review

Accredited Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 59% in Q3 2025, selling an estimated $1.5M and leaving 11,480 shares worth $2.92M. The position accounts for 2.17% of the portfolio, ranked #14.

Accredited Wealth Management first reported a position in BOND in Q4 2024 and has held it in 4 quarters since. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

  • Accredited Wealth Management held 11,480 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.92M as of Q3 2025.
  • Accredited Wealth Management sold 16,278 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2025, an estimated $1.5M.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.17% of Accredited Wealth Management's portfolio in Q3 2025, its #14 holding.
  • Accredited Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 4 quarters since.
  • 455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.