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Capital Planning Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Capital Planning 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 		$4.23M Buy
45,809
+1,783
+4% +$166K 0.61% 32
2025
Q4 		$4.1M Buy
44,026
+11,580
+36% +$1.08M 0.55% 38
2025
Q3 		$3.03M Buy
32,446
+525
+2% +$48.4K 0.42% 50
2025
Q2 		$2.94M Sell
31,921
-612
-2% -$55.7K 0.43% 47
2025
Q1 		$3.01M Sell
32,533
-6,343
-16% -$579K 0.46% 48
2024
Q4 		$3.52M Sell
38,876
-3,926
-9% -$361K 0.54% 44
2024
Q3 		$4.05M Buy
42,802
+2,909
+7% +$272K 0.61% 45
2024
Q2 		$3.63M Buy
39,893
+1,296
+3% +$117K 0.62% 42
2024
Q1 		$3.55M Buy
38,597
+1,422
+4% +$130K 0.62% 41
2023
Q4 		$3.44M Sell
37,175
-2,410
-6% -$214K 0.65% 41
2023
Q3 		$3.48M Buy
39,585
+841
+2% +$75.7K 0.73% 36
2023
Q2 		$3.55M Buy
38,744
+4,797
+14% +$442K 0.72% 36
2023
Q1 		$3.15M Buy
+33,947
New +$3.14M 0.67% 37
2022
Q4 		– Sell
-9,829
Closed -$882K – 121
2022
Q3 		$882K Sell
9,829
-91
-0.9% -$8.61K 0.24% 64
2022
Q2 		$945K Sell
9,920
-1,104
-10% -$107K 0.25% 63
2022
Q1 		$1.12M Sell
11,024
-187
-2% -$19.7K 0.24% 80
2021
Q4 		$1.23M Sell
11,211
-890
-7% -$97.7K 0.23% 79
2021
Q3 		$1.34M Buy
12,101
+561
+5% +$62.6K 0.28% 77
2021
Q2 		$1.28M Buy
11,540
+1,153
+11% +$127K 0.26% 78
2021
Q1 		$1.14M Sell
10,387
-1,303
-11% -$145K 0.25% 80
2020
Q4 		$1.32M Buy
11,690
+1,846
+19% +$207K 0.32% 65
2020
Q3 		$1.11M Buy
9,844
+1,575
+19% +$177K 0.3% 68
2020
Q2 		$923K Buy
8,269
+3,025
+58% +$331K 0.27% 69
2020
Q1 		$557K Buy
+5,244
New +$570K 0.21% 75

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

Capital Planning Advisors's BOND Position: Q1 2026 in Review

Capital Planning Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4% in Q1 2026, buying an estimated $166K and bringing the position to 45,809 shares worth $4.23M. The position accounts for 0.61% of the portfolio, ranked #32.

Capital Planning Advisors first reported a position in BOND in Q1 2020 and has held it in 24 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Capital Planning Advisors held 45,809 shares of PIMCO Active Bond Exchange-Traded Fund worth $4.23M as of Q1 2026.
  • Capital Planning Advisors bought 1,783 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $166K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.61% of Capital Planning Advisors's portfolio in Q1 2026, its #32 holding.
  • Capital Planning Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and has held it in 24 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.