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CarsonAllaria Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

CarsonAllaria Wealth 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
2026
Q1 		$6.8M Buy
73,653
+2,335
+3% +$218K 3.36% 8
2025
Q4 		$6.64M Buy
71,318
+6,052
+9% +$566K 3.29% 8
2025
Q3 		$6.09M Buy
65,266
+4,766
+8% +$440K 3.17% 9
2025
Q2 		$5.58M Buy
60,500
+1,896
+3% +$172K 2.99% 9
2025
Q1 		$5.42M Buy
58,604
+3,303
+6% +$302K 3.14% 8
2024
Q4 		$5M Buy
55,301
+3,135
+6% +$289K 2.86% 10
2024
Q3 		$4.94M Buy
52,166
+2,134
+4% +$199K 2.83% 11
2024
Q2 		$4.56M Buy
50,032
+3,048
+6% +$276K 2.79% 10
2024
Q1 		$4.32M Sell
46,984
-4,716
-9% -$431K 2.71% 10
2023
Q4 		$4.78M Buy
51,700
+10,797
+26% +$957K 3.43% 8
2023
Q3 		$3.6M Sell
40,903
-5,815
-12% -$523K 2.92% 13
2023
Q2 		$4.28M Buy
46,718
+2,301
+5% +$212K 3.37% 10
2023
Q1 		$4.12M Sell
44,417
-1,036
-2% -$95.8K 3.47% 10
2022
Q4 		$4.11M Sell
45,453
-111
-0.2% -$9.99K 3.6% 11
2022
Q3 		$4.09M Buy
45,564
+6,387
+16% +$605K 3.8% 10
2022
Q2 		$3.73M Buy
39,177
+9,748
+33% +$947K 3.49% 11
2022
Q1 		$3M Buy
29,429
+4,555
+18% +$479K 2.68% 10
2021
Q4 		$2.72M Buy
+24,874
New +$2.73M 2.41% 14

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

CarsonAllaria Wealth Management's BOND Position: Q1 2026 in Review

CarsonAllaria Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.3% in Q1 2026, buying an estimated $218K and bringing the position to 73,653 shares worth $6.8M. The position accounts for 3.36% of the portfolio, ranked #8.

CarsonAllaria Wealth Management first reported a position in BOND in Q4 2021 and has held it in 18 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • CarsonAllaria Wealth Management held 73,653 shares of PIMCO Active Bond Exchange-Traded Fund worth $6.8M as of Q1 2026.
  • CarsonAllaria Wealth Management bought 2,335 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $218K.
  • PIMCO Active Bond Exchange-Traded Fund made up 3.36% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #8 holding.
  • CarsonAllaria Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and has held it in 18 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.