CSP
BOND icon

Cary Street Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Cary Street Partners’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
Q2 		$299K Buy
3,243
+170
+6% +$15.7K 0.01% 809
2026
Q1 		$284K Sell
3,073
-610
-17% -$56.9K 0.01% 729
2025
Q4 		$343K Sell
3,683
-426
-10% -$39.9K 0.01% 697
2025
Q3 		$384K Sell
4,109
-442
-10% -$40.8K 0.01% 636
2025
Q2 		$419K Buy
4,551
+477
+12% +$43.4K 0.01% 600
2025
Q1 		$377K Buy
4,074
+714
+21% +$65.2K 0.01% 598
2024
Q4 		$304K Buy
+3,360
New +$309K 0.01% 621

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Cary Street Partners's BOND Position: Q2 2026 in Review

Cary Street Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.5% in Q2 2026, buying an estimated $15.7K and bringing the position to 3,243 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #809.

Cary Street Partners first reported a position in BOND in Q4 2024 and has held it in 7 quarters since. The position peaked at $419K in Q2 2025. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Cary Street Partners held 3,243 shares of PIMCO Active Bond Exchange-Traded Fund worth $299K as of Q2 2026.
  • Cary Street Partners bought 170 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $15.7K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #809 holding.
  • Cary Street Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $419K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.