AO
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Advisor OS’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Advisor OS’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 		$3.55M Buy
38,494
+1,367
+4% +$128K 0.26% 65
2025
Q4 		$3.46M Buy
37,127
+22,901
+161% +$2.14M 0.28% 57
2025
Q3 		$1.33M Buy
14,226
+1,730
+14% +$160K 0.11% 112
2025
Q2 		$1.15M Buy
12,496
+1,658
+15% +$151K 0.11% 127
2025
Q1 		$1M Buy
10,838
+3,391
+46% +$310K 0.11% 125
2024
Q4 		$673K Buy
7,447
+659
+10% +$60.7K 0.08% 173
2024
Q3 		$642K Buy
6,788
+268
+4% +$25K 0.06% 223
2024
Q2 		$594K Buy
6,520
+3,020
+86% +$273K 0.07% 225
2024
Q1 		$322K Buy
3,500
+870
+33% +$79.6K 0.04% 301
2023
Q4 		$243K Buy
+2,630
New +$233K 0.03% 289

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return