Concurrent Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Concurrent Investment 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	$52.3M	Buy	566,907 +8,786	+2%	+$820K	0.57%	25
2025 Q4	$51.9M	Buy	558,121 +53,075	+11%	+$4.97M	0.59%	24
2025 Q3	$47.1M	Buy	505,046 +14,665	+3%	+$1.35M	0.81%	13
2025 Q2	$45.2M	Buy	490,381 +42,278	+9%	+$3.85M	0.87%	11
2025 Q1	$41.4M	Buy	448,103 +66,527	+17%	+$6.07M	1.01%	11
2024 Q4	$34.5M	Buy	381,576 +53,384	+16%	+$4.91M	0.93%	14
2024 Q3	$31.1M	Buy	328,192 +18,321	+6%	+$1.71M	0.92%	18
2024 Q2	$28.2M	Buy	309,871 +31,589	+11%	+$2.86M	0.93%	17
2024 Q1	$25.6M	Buy	278,282 +222,211	+396%	+$20.3M	1.03%	15
2023 Q4	$5.18M	Buy	+56,071	New	+$4.97M	0.24%	92

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concurrent Investment Advisors's BOND Position: Q1 2026 in Review

Concurrent Investment Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.6% in Q1 2026, buying an estimated $820K and bringing the position to 566,907 shares worth $52.3M. The position accounts for 0.57% of the portfolio, ranked #25.

Concurrent Investment Advisors first reported a position in BOND in Q4 2023 and has held it in 10 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Concurrent Investment Advisors held 566,907 shares of PIMCO Active Bond Exchange-Traded Fund worth $52.3M as of Q1 2026.
Concurrent Investment Advisors bought 8,786 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $820K.
PIMCO Active Bond Exchange-Traded Fund made up 0.57% of Concurrent Investment Advisors's portfolio in Q1 2026, its #25 holding.
Concurrent Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.