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

Caldwell Trust’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 		$3.14K Hold
34
– – ﹤0.01% 737
2025
Q4 		$3.17K Hold
34
– – ﹤0.01% 711
2025
Q3 		$3.17K Hold
34
– – ﹤0.01% 705
2025
Q2 		$3.13K Hold
34
– – ﹤0.01% 709
2025
Q1 		$3.14K Hold
34
– – ﹤0.01% 711
2024
Q4 		$3.07K Buy
+34
New +$3.13K ﹤0.01% 675

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

Caldwell Trust's BOND Position: Q1 2026 in Review

Caldwell Trust held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q1 2026 at 34 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Caldwell Trust first reported a position in BOND in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.17K in Q3 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Caldwell Trust held 34 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.14K as of Q1 2026.
  • Caldwell Trust left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #737 holding.
  • Caldwell Trust first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
  • Caldwell Trust's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.17K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.