Destination Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Destination Wealth Management’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	$9.09M	Sell	98,463 -5,560	-5%	-$519K	0.24%	79
2025 Q4	$9.68M	Buy	104,023 +5,035	+5%	+$471K	0.25%	78
2025 Q3	$9.24M	Buy	98,988 +4,116	+4%	+$380K	0.25%	78
2025 Q2	$8.75M	Buy	94,872 +2,325	+3%	+$212K	0.26%	77
2025 Q1	$8.56M	Sell	92,547 -1,130	-1%	-$103K	0.27%	76
2024 Q4	$8.47M	Buy	93,677 +809	+0.9%	+$74.5K	0.26%	78
2024 Q3	$8.79M	Buy	92,868 +1,962	+2%	+$183K	0.27%	77
2024 Q2	$8.28M	Buy	90,906 +3,677	+4%	+$333K	0.27%	75
2024 Q1	$8.01M	Buy	87,229 +1,869	+2%	+$171K	0.27%	77
2023 Q4	$7.89M	Buy	85,360 +3,342	+4%	+$296K	0.27%	77
2023 Q3	$7.21M	Buy	82,018 +3,756	+5%	+$338K	0.28%	75
2023 Q2	$7.17M	Sell	78,262 -565	-0.7%	-$52.1K	0.27%	78
2023 Q1	$7.31M	Buy	78,827 +5,701	+8%	+$527K	0.28%	77
2022 Q4	$6.62M	Sell	73,126 -1,358	-2%	-$122K	0.26%	84
2022 Q3	$6.68M	Sell	74,484 -6,863	-8%	-$650K	0.28%	77
2022 Q2	$7.75M	Buy	81,347 +4,213	+5%	+$409K	0.31%	75
2022 Q1	$7.85M	Buy	77,134 +1,710	+2%	+$180K	0.29%	75
2021 Q4	$8.25M	Buy	75,424 +477	+0.6%	+$52.4K	0.29%	74
2021 Q3	$8.29M	Sell	74,947 -799	-1%	-$89.1K	0.32%	72
2021 Q2	$8.4M	Buy	75,746 +3,024	+4%	+$334K	0.32%	72
2021 Q1	$7.96M	Buy	72,722 +1,875	+3%	+$209K	0.33%	70
2020 Q4	$8.01M	Buy	70,847 +6,001	+9%	+$674K	0.35%	66
2020 Q3	$7.29M	Buy	64,846 +6,192	+11%	+$696K	0.37%	61
2020 Q2	$6.54M	Buy	58,654 +17,989	+44%	+$1.97M	0.35%	60
2020 Q1	$4.32M	Sell	40,665 -409	-1%	-$44.4K	0.26%	66
2019 Q4	$4.43M	Buy	41,074 +1,813	+5%	+$196K	0.23%	67
2019 Q3	$4.28M	Buy	39,261 +2,040	+5%	+$221K	0.23%	67
2019 Q2	$4M	Buy	37,221 +848	+2%	+$89.8K	0.22%	70
2019 Q1	$3.84M	Sell	36,373 -15,650	-30%	-$1.63M	0.22%	71
2018 Q4	$5.35M	Buy	52,023 +240	+0.5%	+$24.4K	0.32%	58
2018 Q3	$5.3M	Buy	51,783 +1,593	+3%	+$164K	0.29%	59
2018 Q2	$5.17M	Buy	50,190 +9,273	+23%	+$954K	0.31%	60
2018 Q1	$4.26M	Buy	40,917 +1,728	+4%	+$180K	0.26%	70
2017 Q4	$4.15M	Buy	39,189 +51	+0.1%	+$5.42K	0.25%	70
2017 Q3	$4.18M	Sell	39,138 -3,982	-9%	-$425K	0.27%	70
2017 Q2	$4.57M	Buy	43,120 +1,015	+2%	+$108K	0.3%	62
2017 Q1	$4.43M	Buy	42,105 +2,779	+7%	+$291K	0.31%	56
2016 Q4	$4.09M	Buy	39,326 +1,666	+4%	+$175K	0.3%	57
2016 Q3	$4.07M	Buy	37,660 +140	+0.4%	+$15.1K	0.31%	52
2016 Q2	$4.03M	Buy	37,520 +18,853	+101%	+$2M	0.33%	47
2016 Q1	$1.95M	Hold	18,667	–	–	0.19%	60
2015 Q4	$1.95M	Buy	+18,667	New	+$1.97M	0.19%	60
2014 Q3	–	Sell	-11,954	Closed	-$1.3M	–	134
2014 Q2	$1.3M	Buy	11,954 +365	+3%	+$39.4K	0.13%	64
2014 Q1	$1.24M	Hold	11,589	–	–	0.13%	64
2013 Q4	$1.21M	Buy	+11,589	New	+$1.23M	0.13%	64

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

Destination Wealth Management's BOND Position: Q1 2026 in Review

Destination Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.3% in Q1 2026, selling an estimated $519K and leaving 98,463 shares worth $9.09M. The position accounts for 0.24% of the portfolio, ranked #79.

Destination Wealth Management first reported a position in BOND in Q4 2013 and has held it in 45 quarters since. The position peaked at $9.68M in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Destination Wealth Management held 98,463 shares of PIMCO Active Bond Exchange-Traded Fund worth $9.09M as of Q1 2026.
Destination Wealth Management sold 5,560 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $519K.
PIMCO Active Bond Exchange-Traded Fund made up 0.24% of Destination Wealth Management's portfolio in Q1 2026, its #79 holding.
Destination Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2013 and has held it in 45 quarters since.
Destination Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $9.68M in Q4 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.