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Beacon Pointe Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Beacon Pointe 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 		$4.7M Buy
50,953
+1,153
+2% +$108K 0.02% 492
2025
Q4 		$4.64M Buy
49,800
+34,180
+219% +$3.2M 0.03% 401
2025
Q3 		$1.46M Buy
15,620
+4,244
+37% +$392K 0.01% 627
2025
Q2 		$1.05M Buy
11,376
+3,365
+42% +$306K 0.01% 663
2025
Q1 		$741K Buy
8,011
+1,332
+20% +$122K 0.01% 723
2024
Q4 		$604K Sell
6,679
-494
-7% -$45.5K 0.01% 775
2024
Q3 		$679K Buy
7,173
+1,521
+27% +$142K 0.01% 746
2024
Q2 		$515K Sell
5,652
-8,006
-59% -$724K 0.01% 853
2024
Q1 		$1.25M Buy
+13,658
New +$1.25M 0.01% 624
2023
Q4 		– Sell
-3,167
Closed -$278K – 1333
2023
Q3 		$278K Sell
3,167
-167
-5% -$15K ﹤0.01% 1102
2023
Q2 		$305K Buy
3,334
+113
+4% +$10.4K 0.01% 878
2023
Q1 		$299K Sell
3,221
-1,840
-36% -$170K 0.01% 936
2022
Q4 		$458K Sell
5,061
-1,617
-24% -$145K 0.01% 721
2022
Q3 		$600K Sell
6,678
-223
-3% -$21.1K 0.01% 588
2022
Q2 		$658K Sell
6,901
-875
-11% -$85K 0.01% 580
2022
Q1 		$791K Buy
7,776
+281
+4% +$29.6K 0.01% 678
2021
Q4 		$820K Buy
7,495
+29
+0.4% +$3.19K 0.02% 419
2021
Q3 		$825K Buy
7,466
+2,876
+63% +$321K 0.02% 437
2021
Q2 		$509K Buy
4,590
+33
+0.7% +$3.64K 0.02% 476
2021
Q1 		$500K Sell
4,557
-563
-11% -$62.7K 0.03% 298
2020
Q4 		$578K Sell
5,120
-250
-5% -$28.1K 0.04% 256
2020
Q3 		$605K Buy
5,370
+530
+11% +$59.6K 0.06% 211
2020
Q2 		$541K Buy
+4,840
New +$530K 0.05% 222

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

Beacon Pointe Advisors's BOND Position: Q1 2026 in Review

Beacon Pointe Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.3% in Q1 2026, buying an estimated $108K and bringing the position to 50,953 shares worth $4.7M. The position accounts for 0.02% of the portfolio, ranked #492.

Beacon Pointe Advisors first reported a position in BOND in Q2 2020 and has held it in 23 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Beacon Pointe Advisors held 50,953 shares of PIMCO Active Bond Exchange-Traded Fund worth $4.7M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,153 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $108K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #492 holding.
  • Beacon Pointe Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2020 and has held it in 23 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.