Allen Capital Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Allen Capital Group’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	$209K	Buy	2,265 +23	+1%	+$2.15K	0.02%	270
2025 Q4	$209K	Buy	+2,242	New	+$210K	0.02%	259
2024 Q2	–	Sell	-2,984	Closed	-$274K	–	217
2024 Q1	$274K	Buy	2,984 +148	+5%	+$13.5K	0.04%	174
2023 Q4	$262K	Sell	2,836 -273	-9%	-$24.2K	0.04%	152
2023 Q3	$271K	Buy	3,109 +1	+0%	+$90	0.05%	141
2023 Q2	$285K	Buy	3,108 +943	+44%	+$86.9K	0.05%	144
2023 Q1	$201K	Buy	+2,165	New	+$200K	0.04%	170

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

Allen Capital Group's BOND Position: Q1 2026 in Review

Allen Capital Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1% in Q1 2026, buying an estimated $2.15K and bringing the position to 2,265 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #270.

Allen Capital Group first reported a position in BOND in Q1 2023 and has held it in 7 quarters since. The position peaked at $285K in Q2 2023. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Allen Capital Group held 2,265 shares of PIMCO Active Bond Exchange-Traded Fund worth $209K as of Q1 2026.
Allen Capital Group bought 23 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $2.15K.
PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Allen Capital Group's portfolio in Q1 2026, its #270 holding.
Allen Capital Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and has held it in 7 quarters since.
Allen Capital Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $285K in Q2 2023.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.