Caldwell Sutter Capital’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Caldwell Sutter Capital’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	$1.01M	Buy	10,942 +884	+9%	+$82.5K	0.41%	67
2025 Q4	$936K	Sell	10,058 -1,209	-11%	-$113K	0.4%	69
2025 Q3	$1.05M	Sell	11,267 -1,251	-10%	-$115K	0.45%	60
2025 Q2	$1.15M	Sell	12,518 -596	-5%	-$54.2K	0.53%	46
2025 Q1	$1.21M	Sell	13,114 -77	-0.6%	-$7.03K	0.58%	44
2024 Q4	$1.19M	Buy	13,191 +517	+4%	+$47.6K	0.56%	46
2024 Q3	$1.2M	Buy	12,674 +326	+3%	+$30.4K	0.56%	46
2024 Q2	$1.12M	Buy	12,348 +555	+5%	+$50.2K	0.56%	46
2024 Q1	$1.08M	Sell	11,793 -769	-6%	-$70.4K	0.52%	51
2023 Q4	$1.16M	Buy	12,562 +339	+3%	+$30K	0.59%	48
2023 Q3	$1.07M	Buy	12,223 +1,905	+18%	+$171K	0.59%	43
2023 Q2	$945K	Buy	10,318 +5,332	+107%	+$492K	0.5%	57
2023 Q1	$462K	Buy	+4,986	New	+$461K	0.34%	74

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

Caldwell Sutter Capital's BOND Position: Q1 2026 in Review

Caldwell Sutter Capital increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 8.8% in Q1 2026, buying an estimated $82.5K and bringing the position to 10,942 shares worth $1.01M. The position accounts for 0.41% of the portfolio, ranked #67.

Caldwell Sutter Capital first reported a position in BOND in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.21M in Q1 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Caldwell Sutter Capital held 10,942 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.01M as of Q1 2026.
Caldwell Sutter Capital bought 884 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $82.5K.
PIMCO Active Bond Exchange-Traded Fund made up 0.41% of Caldwell Sutter Capital's portfolio in Q1 2026, its #67 holding.
Caldwell Sutter Capital first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.21M in Q1 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.