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

AlphaCore Capital’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	$28.1K	Buy	305 +62	+26%	+$5.79K	﹤0.01%	1056
2025 Q4	$22.7K	Buy	+243	New	+$22.7K	﹤0.01%	1243
2024 Q1	–	Sell	-386	Closed	-$35.8K	–	177
2023 Q4	$35.8K	Hold	386	–	–	0.01%	288
2023 Q3	$33.9K	Buy	386 +24	+7%	+$2.16K	0.01%	285
2023 Q2	$33.2K	Buy	362 +155	+75%	+$14.3K	0.01%	260
2023 Q1	$19.2K	Buy	+207	New	+$19.1K	0.01%	184
2022 Q3	–	Sell	-8	Closed	-$1K	–	151
2022 Q2	$1K	Sell	8 -214	-96%	-$20.8K	﹤0.01%	149
2022 Q1	$23K	Sell	222 -196	-47%	-$20.6K	0.01%	107
2021 Q4	$46K	Hold	418	–	–	0.02%	75
2021 Q3	$46K	Sell	418 -63	-13%	-$7.02K	0.02%	83
2021 Q2	$53K	Hold	481	–	–	0.03%	55
2021 Q1	$53K	Buy	481 +13	+3%	+$1.45K	0.04%	39
2020 Q4	$53K	Hold	468	–	–	0.04%	39
2020 Q3	$53K	Hold	468	–	–	0.05%	39
2020 Q2	$52K	Hold	468	–	–	0.05%	46
2020 Q1	$50K	Hold	468	–	–	0.04%	104
2019 Q4	$50K	Buy	+468	New	+$50.7K	0.03%	88

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

AlphaCore Capital's BOND Position: Q1 2026 in Review

AlphaCore Capital increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 26% in Q1 2026, buying an estimated $5.79K and bringing the position to 305 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

AlphaCore Capital first reported a position in BOND in Q4 2019 and has held it in 17 quarters since. The position peaked at $53K in Q2 2021. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

AlphaCore Capital held 305 shares of PIMCO Active Bond Exchange-Traded Fund worth $28.1K as of Q1 2026.
AlphaCore Capital bought 62 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $5.79K.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1056 holding.
AlphaCore Capital first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 17 quarters since.
AlphaCore Capital's PIMCO Active Bond Exchange-Traded Fund position peaked at $53K in Q2 2021.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.