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

Diversify 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 		– Sell
-3,611
Closed -$338K – 1176
2025
Q4 		$338K Buy
+3,611
New +$338K 0.02% 513

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Diversify Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2026, closing a stake of 3,611 shares — an estimated $338K sold.

Diversify Wealth Management first reported a position in BOND in Q4 2025 and held it in 1 quarter. The position peaked at $338K in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Diversify Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 3,611 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $338K.
  • Diversify Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and held it in 1 quarter.
  • Diversify Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $338K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.