Corient Private Wealth
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Corient Private Wealth’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Corient Private Wealth’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 		$1.77M Sell
19,194
-616
-3% -$56.7K ﹤0.01% 1466
2026
Q1 		$1.79M Buy
19,810
+3,459
+21% +$323K ﹤0.01% 1328
2025
Q4 		$1.52M Buy
16,351
+6,065
+59% +$567K ﹤0.01% 1287
2025
Q3 		$960K Buy
10,286
+942
+10% +$86.9K ﹤0.01% 1450
2025
Q2 		$861K Buy
9,344
+2,354
+34% +$214K ﹤0.01% 1433
2025
Q1 		$646K Buy
6,990
+4,082
+140% +$373K ﹤0.01% 1475
2024
Q4 		$263K Sell
2,908
-309
-10% -$28.4K ﹤0.01% 1963
2024
Q3 		$304K Sell
3,217
-132
-4% -$12.3K ﹤0.01% 2003
2024
Q2 		$305K Buy
3,349
+385
+13% +$34.8K ﹤0.01% 1899
2024
Q1 		$272K Buy
+2,964
New +$271K ﹤0.01% 1946
2023
Q1 		– Sell
-504,063
Closed -$45.7M – 2013
2022
Q4 		$45.7M Buy
+504,063
New +$45.3M 0.17% 141

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

Corient Private Wealth's BOND Position: Q2 2026 in Review

Corient Private Wealth reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.1% in Q2 2026, selling an estimated $56.7K and leaving 19,194 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Corient Private Wealth first reported a position in BOND in Q4 2022 and has held it in 11 quarters since. The position peaked at $45.7M in Q4 2022. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Corient Private Wealth held 19,194 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.77M as of Q2 2026.
  • Corient Private Wealth sold 616 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $56.7K.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1466 holding.
  • Corient Private Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 11 quarters since.
  • Corient Private Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $45.7M in Q4 2022.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.