Crestwood Advisors Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Crestwood Advisors Group’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	$255K	Sell	2,770 -17	-0.6%	-$1.56K	﹤0.01%	747
2026 Q1	$257K	Sell	2,787 -731	-21%	-$68.2K	﹤0.01%	648
2025 Q4	$327K	Hold	3,518	–	–	0.01%	497
2025 Q3	$328K	Hold	3,518	–	–	0.01%	449
2025 Q2	$324K	Hold	3,518	–	–	0.01%	427
2025 Q1	$325K	Buy	3,518 +700	+25%	+$63.9K	0.01%	409
2024 Q4	$255K	Hold	2,818	–	–	﹤0.01%	412
2024 Q3	$267K	Hold	2,818	–	–	0.01%	387
2024 Q2	$257K	Hold	2,818	–	–	0.01%	380
2024 Q1	$259K	Sell	2,818 -1,000	-26%	-$91.5K	0.01%	376
2023 Q4	$353K	Buy	+3,818	New	+$338K	0.01%	310

Other funds holding BOND

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 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Crestwood Advisors Group's BOND Position: Q2 2026 in Review

Crestwood Advisors Group reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.61% in Q2 2026, selling an estimated $1.56K and leaving 2,770 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Crestwood Advisors Group first reported a position in BOND in Q4 2023 and has held it in 11 quarters since. The position peaked at $353K in Q4 2023. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Crestwood Advisors Group held 2,770 shares of PIMCO Active Bond Exchange-Traded Fund worth $255K as of Q2 2026.
Crestwood Advisors Group sold 17 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.56K.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #747 holding.
Crestwood Advisors Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Crestwood Advisors Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $353K in Q4 2023.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.