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

Burt 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
2025 Q3	$609K	Hold	6,527	–	–	0.15%	64
2025 Q2	$602K	Hold	6,527	–	–	0.14%	63
2025 Q1	$604K	Buy	6,527 +2,936	+82%	+$268K	0.15%	57
2024 Q4	$325K	Hold	3,591	–	–	0.08%	87
2024 Q3	$340K	Hold	3,591	–	–	0.08%	83
2024 Q2	$327K	Sell	3,591 -2,936	-45%	-$266K	0.09%	80
2024 Q1	$600K	Buy	6,527 +2,936	+82%	+$269K	0.15%	56
2023 Q4	$332K	Hold	3,591	–	–	0.09%	78
2023 Q3	$316K	Hold	3,591	–	–	0.1%	77
2023 Q2	$329K	Hold	3,591	–	–	0.1%	76
2023 Q1	$333K	Hold	3,591	–	–	0.1%	75
2022 Q4	$325K	Hold	3,591	–	–	0.11%	77
2022 Q3	$322K	Hold	3,591	–	–	0.13%	63
2022 Q2	$342K	Hold	3,591	–	–	0.12%	64
2022 Q1	$365K	Hold	3,591	–	–	0.11%	69
2021 Q4	$393K	Hold	3,591	–	–	0.13%	58
2021 Q3	$397K	Hold	3,591	–	–	0.13%	58
2021 Q2	$398K	Hold	3,591	–	–	0.14%	55
2021 Q1	$393K	Hold	3,591	–	–	0.14%	55
2020 Q4	$406K	Hold	3,591	–	–	0.14%	53
2020 Q3	$404K	Hold	3,591	–	–	0.15%	47
2020 Q2	$401K	Hold	3,591	–	–	0.16%	44
2020 Q1	$381K	Hold	3,591	–	–	0.17%	46
2019 Q4	$387K	Hold	3,591	–	–	0.15%	50
2019 Q3	$391K	Hold	3,591	–	–	0.16%	49
2019 Q2	$386K	Hold	3,591	–	–	0.17%	50
2019 Q1	$379K	Sell	3,591 -50	-1%	-$5.19K	0.17%	49
2018 Q4	$374K	Hold	3,641	–	–	0.18%	55
2018 Q3	$373K	Buy	3,641 +2,400	+193%	+$247K	0.17%	49
2018 Q2	$128K	Hold	1,241	–	–	0.06%	110
2018 Q1	$129K	Hold	1,241	–	–	0.07%	110
2017 Q4	$132K	Hold	1,241	–	–	0.08%	104
2017 Q3	$132K	Sell	1,241 -7,733	-86%	-$825K	0.09%	105
2017 Q2	$951K	Buy	8,974 +7,733	+623%	+$819K	0.66%	16
2017 Q1	$131K	Sell	1,241 -7,756	-86%	-$812K	0.09%	89
2016 Q4	$937K	Buy	8,997 +51	+0.6%	+$5.37K	0.84%	17
2016 Q3	$965K	Buy	8,946 +46	+0.5%	+$4.95K	1.03%	12
2016 Q2	$955K	Buy	8,900 +42	+0.5%	+$4.45K	1.06%	11
2016 Q1	$934K	Sell	8,858 -1,536	-15%	-$160K	0.85%	12
2015 Q4	$1.08M	Buy	10,394 +1,770	+21%	+$187K	0.87%	20
2015 Q3	$909K	Sell	8,624 -951	-10%	-$102K	1.13%	16
2015 Q2	$1.12M	Buy	9,575 +1,376	+17%	+$149K	1.22%	12
2015 Q1	$903K	Buy	8,199 +2,030	+33%	+$222K	0.92%	13
2014 Q4	$661K	Buy	+6,169	New	+$672K	0.7%	19

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Burt Wealth Advisors's BOND Position: Q3 2025 in Review

Burt Wealth Advisors held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q3 2025 at 6,527 shares worth $609K. The position accounts for 0.15% of the portfolio, ranked #64.

Burt Wealth Advisors first reported a position in BOND in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.12M in Q2 2015. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

Burt Wealth Advisors held 6,527 shares of PIMCO Active Bond Exchange-Traded Fund worth $609K as of Q3 2025.
Burt Wealth Advisors left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q3 2025.
PIMCO Active Bond Exchange-Traded Fund made up 0.15% of Burt Wealth Advisors's portfolio in Q3 2025, its #64 holding.
Burt Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2014 and has held it in 44 quarters since.
Burt Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.12M in Q2 2015.
455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.