CPRC
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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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $1.89B AUM 11.79% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return