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Arbor Trust Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Arbor Trust Wealth Advisors’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 		$624K Buy
6,766
+2,274
+51% +$212K 0.27% 57
2025
Q4 		$420K Buy
4,492
+667
+17% +$62.4K 0.18% 64
2025
Q3 		$357K Sell
3,825
-1,143
-23% -$105K 0.16% 68
2025
Q2 		$458K Sell
4,968
-3,775
-43% -$343K 0.22% 61
2025
Q1 		$808K Sell
8,743
-66
-0.7% -$6.03K 0.38% 55
2024
Q4 		$800K Sell
8,809
-618
-7% -$56.9K 0.37% 55
2024
Q3 		$859K Hold
9,427
– – 0.45% 51
2024
Q2 		$859K Sell
9,427
-4,161
-31% -$376K 0.45% 51
2024
Q1 		$1.22M Sell
13,588
-26,103
-66% -$2.39M 0.67% 39
2023
Q4 		$3.68M Sell
39,691
-6,242
-14% -$553K 2.19% 15
2023
Q3 		$4.04M Sell
45,933
-4,111
-8% -$370K 2.66% 14
2023
Q2 		$4.59M Sell
50,044
-303
-0.6% -$27.9K 2.92% 11
2023
Q1 		$4.67M Buy
50,347
+1,916
+4% +$177K 3.07% 10
2022
Q4 		$4.4M Buy
48,431
+5,724
+13% +$515K 3.03% 10
2022
Q3 		$3.84M Buy
42,707
+15,414
+56% +$1.46M 2.92% 12
2022
Q2 		$2.6M Sell
27,293
-1,375
-5% -$134K 1.81% 16
2022
Q1 		$2.92M Sell
28,668
-1,839
-6% -$194K 1.75% 18
2021
Q4 		$3.35M Buy
30,507
+1,107
+4% +$122K 1.93% 15
2021
Q3 		$3.25M Buy
29,400
+866
+3% +$96.6K 2.03% 15
2021
Q2 		$3.17M Buy
28,534
+1,508
+6% +$166K 1.99% 15
2021
Q1 		$2.96M Buy
27,026
+1,721
+7% +$192K 1.97% 15
2020
Q4 		$2.87M Buy
25,305
+1,377
+6% +$155K 2.08% 14
2020
Q3 		$2.69M Buy
23,928
+818
+4% +$92K 2.33% 12
2020
Q2 		$2.58M Sell
23,110
-2,077
-8% -$227K 2.33% 12
2020
Q1 		$2.67M Buy
25,187
+1,269
+5% +$138K 2.83% 11
2019
Q4 		$2.59M Buy
+23,918
New +$2.59M 2.21% 12

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 $38.1B AUM 19.66% 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
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

Arbor Trust Wealth Advisors's BOND Position: Q1 2026 in Review

Arbor Trust Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 51% in Q1 2026, buying an estimated $212K and bringing the position to 6,766 shares worth $624K. The position accounts for 0.27% of the portfolio, ranked #57.

Arbor Trust Wealth Advisors first reported a position in BOND in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.67M in Q1 2023. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Arbor Trust Wealth Advisors held 6,766 shares of PIMCO Active Bond Exchange-Traded Fund worth $624K as of Q1 2026.
  • Arbor Trust Wealth Advisors bought 2,274 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $212K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.27% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #57 holding.
  • Arbor Trust Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 26 quarters since.
  • Arbor Trust Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $4.67M in Q1 2023.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.