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Alpha Cubed Investments’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Alpha Cubed Investments’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
Q4 		$22.3M Buy
239,469
+6,918
+3% +$647K 0.76% 36
2025
Q3 		$21.7M Buy
232,551
+12,980
+6% +$1.2M 0.76% 34
2025
Q2 		$20.2M Buy
219,571
+32,106
+17% +$2.92M 0.77% 35
2025
Q1 		$17.3M Sell
187,465
-1,581
-0.8% -$144K 0.77% 38
2024
Q4 		$17.1M Sell
189,046
-21,569
-10% -$1.99M 0.78% 38
2024
Q3 		$19.9M Sell
210,615
-5,637
-3% -$526K 0.89% 39
2024
Q2 		$19.7M Buy
216,252
+8,649
+4% +$782K 0.94% 35
2024
Q1 		$19.1M Buy
207,603
+30,865
+17% +$2.82M 1% 31
2023
Q4 		$16.3M Buy
176,738
+174,430
+7,558% +$15.5M 0.91% 35
2023
Q3 		$203K Buy
2,308
+55
+2% +$4.95K 0.01% 240
2023
Q2 		$206K Sell
2,253
-38
-2% -$3.5K 0.01% 241
2023
Q1 		$213K Buy
+2,291
New +$212K 0.02% 243
2022
Q2 		– Sell
-2,491
Closed -$254K – 317
2022
Q1 		$254K Buy
+2,491
New +$262K 0.02% 278
2021
Q1 		– Sell
-4,740
Closed -$536K – 260
2020
Q4 		$536K Hold
4,740
– – 0.05% 152
2020
Q3 		$533K Hold
4,740
– – 0.05% 132
2020
Q2 		$529K Hold
4,740
– – 0.06% 123
2020
Q1 		$503K Hold
4,740
– – 0.06% 123
2019
Q4 		$511K Hold
4,740
– – 0.05% 141
2019
Q3 		$516K Hold
4,740
– – 0.06% 130
2019
Q2 		$509K Buy
+4,740
New +$502K 0.06% 134

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alpha Cubed Investments's BOND Position: Q4 2025 in Review

Alpha Cubed Investments increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3% in Q4 2025, buying an estimated $647K and bringing the position to 239,469 shares worth $22.3M. The position accounts for 0.76% of the portfolio, ranked #36.

Alpha Cubed Investments first reported a position in BOND in Q2 2019 and has held it in 20 quarters since. 501 funds tracked by Wall St. Rank hold BOND as of Q4 2025.

  • Alpha Cubed Investments held 239,469 shares of PIMCO Active Bond Exchange-Traded Fund worth $22.3M as of Q4 2025.
  • Alpha Cubed Investments bought 6,918 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2025, an estimated $647K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.76% of Alpha Cubed Investments's portfolio in Q4 2025, its #36 holding.
  • Alpha Cubed Investments first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2019 and has held it in 20 quarters since.
  • 501 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.