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Belpointe Asset Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Belpointe Asset Management’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
2025
Q3 		– Sell
-2,518
Closed -$232K – 987
2025
Q2 		$232K Sell
2,518
-696
-22% -$63.3K 0.01% 831
2025
Q1 		$297K Sell
3,214
-390
-11% -$35.6K 0.02% 729
2024
Q4 		$338K Hold
3,604
– – 0.02% 616
2024
Q3 		$341K Sell
3,604
-58
-2% -$5.41K 0.02% 622
2024
Q2 		$334K Sell
3,662
-70
-2% -$6.33K 0.02% 557
2024
Q1 		$343K Sell
3,732
-885
-19% -$81K 0.03% 543
2023
Q4 		$427K Sell
4,617
-2,218
-32% -$197K 0.04% 410
2023
Q3 		$601K Sell
6,835
-973
-12% -$87.6K 0.06% 290
2023
Q2 		$715K Sell
7,808
-3,097
-28% -$286K 0.08% 245
2023
Q1 		$1.01M Sell
10,905
-7,009
-39% -$648K 0.05% 325
2022
Q4 		$1.62M Sell
17,914
-1,489
-8% -$134K 0.1% 206
2022
Q3 		$1.74M Buy
19,403
+161
+0.8% +$15.2K 0.12% 187
2022
Q2 		$1.83M Buy
19,242
+265
+1% +$25.7K 0.12% 178
2022
Q1 		$1.93M Buy
18,977
+645
+4% +$67.9K 0.12% 178
2021
Q4 		$2.01M Buy
18,332
+10,037
+121% +$1.1M 0.13% 162
2021
Q3 		$917K Buy
8,295
+1,331
+19% +$148K 0.06% 332
2021
Q2 		$773K Buy
6,964
+779
+13% +$85.9K 0.06% 357
2021
Q1 		$678K Sell
6,185
-384
-6% -$42.8K 0.06% 338
2020
Q4 		$743K Buy
6,569
+5,296
+416% +$595K 0.07% 316
2020
Q3 		$143K Buy
+1,273
New +$143K 0.02% 659
2017
Q4 		– Sell
-2,582
Closed -$276K – 463
2017
Q3 		$276K Buy
+2,582
New +$275K 0.06% 333

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Belpointe Asset Management's BOND Position: Q3 2025 in Review

Belpointe Asset Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2025, closing a stake of 2,518 shares — an estimated $232K sold.

Belpointe Asset Management first reported a position in BOND in Q3 2017 and held it in 21 quarters. The position peaked at $2.01M in Q4 2021. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

  • Belpointe Asset Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 2,518 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2025, an estimated $232K.
  • Belpointe Asset Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2017 and held it in 21 quarters.
  • Belpointe Asset Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.01M in Q4 2021.
  • 455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.