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Claris Financial’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Claris Financial’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 		$495K Sell
5,367
-197
-4% -$18.4K 0.27% 86
2025
Q4 		$518K Buy
5,564
+34
+0.6% +$3.18K 0.28% 86
2025
Q3 		$516K Sell
5,530
-99
-2% -$9.13K 0.29% 81
2025
Q2 		$519K Sell
5,629
-497
-8% -$45.2K 0.39% 72
2025
Q1 		$554K Hold
6,126
– – 0.36% 68
2024
Q4 		$554K Buy
+6,126
New +$564K 0.36% 68

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

Claris Financial's BOND Position: Q1 2026 in Review

Claris Financial reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.5% in Q1 2026, selling an estimated $18.4K and leaving 5,367 shares worth $495K. The position accounts for 0.27% of the portfolio, ranked #86.

Claris Financial first reported a position in BOND in Q4 2024 and has held it in 6 quarters since. The position peaked at $554K in Q1 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Claris Financial held 5,367 shares of PIMCO Active Bond Exchange-Traded Fund worth $495K as of Q1 2026.
  • Claris Financial sold 197 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $18.4K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.27% of Claris Financial's portfolio in Q1 2026, its #86 holding.
  • Claris Financial first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's PIMCO Active Bond Exchange-Traded Fund position peaked at $554K in Q1 2025.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.