Beacon Financial Advisory’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Beacon Financial Advisory’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	$1.24M	Buy	13,445 +786	+6%	+$73.3K	0.28%	88
2025 Q4	$1.18M	Buy	12,659 +129	+1%	+$12.1K	0.27%	88
2025 Q3	$1.17M	Buy	12,530 +14	+0.1%	+$1.29K	0.27%	97
2025 Q2	$1.15M	Buy	12,516 +510	+4%	+$46.4K	0.3%	88
2025 Q1	$1.11M	Sell	12,006 -810	-6%	-$74K	0.34%	81
2024 Q4	$1.16M	Buy	12,816 +1,345	+12%	+$124K	0.38%	66
2024 Q3	$1.09M	Buy	11,471 +558	+5%	+$52.1K	0.37%	71
2024 Q2	$994K	Buy	10,913 +1,721	+19%	+$156K	0.37%	71
2024 Q1	$844K	Buy	9,192 +1,165	+15%	+$107K	0.41%	69
2023 Q4	$742K	Sell	8,027 -589	-7%	-$52.2K	0.36%	84
2023 Q3	$757K	Buy	8,616 +512	+6%	+$46.1K	0.42%	80
2023 Q2	$743K	Buy	8,104 +796	+11%	+$73.4K	0.43%	72
2023 Q1	$678K	Buy	7,308 +1,615	+28%	+$149K	0.43%	74
2022 Q4	$515K	Buy	5,693 +3,300	+138%	+$297K	0.37%	90
2022 Q3	$215K	Sell	2,393 -12,082	-83%	-$1.14M	0.15%	171
2022 Q2	$1.38M	Sell	14,475 -8,883	-38%	-$863K	0.78%	34
2022 Q1	$2.38M	Buy	+23,358	New	+$2.46M	1.14%	15

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

Beacon Financial Advisory's BOND Position: Q1 2026 in Review

Beacon Financial Advisory increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 6.2% in Q1 2026, buying an estimated $73.3K and bringing the position to 13,445 shares worth $1.24M. The position accounts for 0.28% of the portfolio, ranked #88.

Beacon Financial Advisory first reported a position in BOND in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.38M in Q1 2022. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Beacon Financial Advisory held 13,445 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.24M as of Q1 2026.
Beacon Financial Advisory bought 786 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $73.3K.
PIMCO Active Bond Exchange-Traded Fund made up 0.28% of Beacon Financial Advisory's portfolio in Q1 2026, its #88 holding.
Beacon Financial Advisory first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2022 and has held it in 17 quarters since.
Beacon Financial Advisory's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.38M in Q1 2022.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.