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

ACT 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
2026 Q1	$627K	Buy	6,798 +2,078	+44%	+$194K	0.27%	33
2025 Q4	$439K	Buy	4,720 +124	+3%	+$11.6K	0.17%	42
2025 Q3	$429K	Buy	4,596 +723	+19%	+$66.7K	0.17%	43
2025 Q2	$357K	Sell	3,873 -179	-4%	-$16.3K	0.17%	41
2025 Q1	$375K	Sell	4,052 -1,291	-24%	-$118K	0.2%	34
2024 Q4	$483K	Buy	5,343 +3,018	+130%	+$278K	0.26%	29
2024 Q3	$220K	Buy	2,325 +13	+0.6%	+$1.21K	0.1%	47
2024 Q2	$211K	Buy	2,312 +24	+1%	+$2.17K	0.11%	41
2024 Q1	$210K	Hold	2,288	–	–	0.12%	39
2023 Q4	$212K	Sell	2,288 -47	-2%	-$4.17K	0.12%	39
2023 Q3	$205K	Sell	2,335 -32	-1%	-$2.88K	0.13%	36
2023 Q2	$217K	Buy	+2,367	New	+$218K	0.14%	28

Other funds holding BOND

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

ACT Advisors's BOND Position: Q1 2026 in Review

ACT Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 44% in Q1 2026, buying an estimated $194K and bringing the position to 6,798 shares worth $627K. The position accounts for 0.27% of the portfolio, ranked #33.

ACT Advisors first reported a position in BOND in Q2 2023 and has held it in 12 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

ACT Advisors held 6,798 shares of PIMCO Active Bond Exchange-Traded Fund worth $627K as of Q1 2026.
ACT Advisors bought 2,078 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $194K.
PIMCO Active Bond Exchange-Traded Fund made up 0.27% of ACT Advisors's portfolio in Q1 2026, its #33 holding.
ACT Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and has held it in 12 quarters since.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on ACT Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.