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

AmeriFlex 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	$242K	Buy	2,624 +517	+25%	+$48.2K	0.12%	151
2025 Q4	$196K	Sell	2,107 -792	-27%	-$74.1K	0.1%	174
2025 Q3	$271K	Buy	2,899 +1,157	+66%	+$107K	0.1%	168
2025 Q2	$160K	Sell	1,742 -9,556	-85%	-$869K	0.08%	195
2025 Q1	$1.04M	Buy	11,298 +491	+5%	+$44.8K	0.43%	52
2024 Q4	$983K	Buy	+10,807	New	+$995K	0.45%	44

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

AmeriFlex Group's BOND Position: Q1 2026 in Review

AmeriFlex Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 25% in Q1 2026, buying an estimated $48.2K and bringing the position to 2,624 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #151.

AmeriFlex Group first reported a position in BOND in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q1 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

AmeriFlex Group held 2,624 shares of PIMCO Active Bond Exchange-Traded Fund worth $242K as of Q1 2026.
AmeriFlex Group bought 517 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $48.2K.
PIMCO Active Bond Exchange-Traded Fund made up 0.12% of AmeriFlex Group's portfolio in Q1 2026, its #151 holding.
AmeriFlex Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.04M in Q1 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.