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Barrett & Company’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Barrett & Company’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 		$1.13K Hold
12
– – ﹤0.01% 605
2025
Q4 		$1.12K Buy
+12
New +$1.12K ﹤0.01% 610

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

Barrett & Company's BOND Position: Q1 2026 in Review

Barrett & Company held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q1 2026 at 12 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Barrett & Company first reported a position in BOND in Q4 2025 and has held it in 2 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Barrett & Company held 12 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.13K as of Q1 2026.
  • Barrett & Company left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #605 holding.
  • Barrett & Company first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.