Consolidated Portfolio Review Corp’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Consolidated Portfolio Review Corp’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
2025 Q4	–	Sell	-5,725	Closed	-$534K	–	86
2025 Q3	$534K	Buy	5,725 +23	+0.4%	+$2.12K	0.07%	260
2025 Q2	$526K	Buy	5,702 +877	+18%	+$79.8K	0.07%	244
2025 Q1	$446K	Buy	4,825 +2,270	+89%	+$207K	0.07%	241
2024 Q4	$231K	Hold	2,555	–	–	0.04%	333
2024 Q3	$242K	Sell	2,555 -533	-17%	-$49.7K	0.05%	272
2024 Q2	$281K	Sell	3,088 -88	-3%	-$7.96K	0.07%	246
2024 Q1	$292K	Buy	3,176 +1	+0%	+$91	0.08%	215
2023 Q4	$294K	Sell	3,175 -190	-6%	-$16.8K	0.07%	241
2023 Q3	$296K	Buy	3,365 +142	+4%	+$12.8K	0.07%	242
2023 Q2	$295K	Buy	+3,223	New	+$297K	0.07%	234

Other funds holding BOND

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Consolidated Portfolio Review Corp's BOND Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2025, closing a stake of 5,725 shares — an estimated $534K sold.

Consolidated Portfolio Review Corp first reported a position in BOND in Q2 2023 and held it in 10 quarters. The position peaked at $534K in Q3 2025. 505 funds tracked by Wall St. Rank hold BOND as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 5,725 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2025, an estimated $534K.
Consolidated Portfolio Review Corp first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and held it in 10 quarters.
Consolidated Portfolio Review Corp's PIMCO Active Bond Exchange-Traded Fund position peaked at $534K in Q3 2025.
505 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.