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

Dynasty 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
2025 Q3	–	Sell	-5,485	Closed	-$506K	–	311
2025 Q2	$506K	Buy	5,485 +1,966	+56%	+$179K	0.01%	181
2025 Q1	$325K	Sell	3,519 -1,570	-31%	-$143K	0.01%	220
2024 Q4	$460K	Sell	5,089 -35,115	-87%	-$3.23M	0.01%	207
2024 Q3	$1.9M	Buy	40,204 +35,265	+714%	+$3.29M	0.06%	73
2024 Q2	$450K	Sell	4,939 -496	-9%	-$44.9K	0.01%	194
2024 Q1	$499K	Buy	+5,435	New	+$497K	0.02%	188

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Dynasty Wealth Management's BOND Position: Q3 2025 in Review

Dynasty Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2025, closing a stake of 5,485 shares — an estimated $506K sold.

Dynasty Wealth Management first reported a position in BOND in Q1 2024 and held it in 6 quarters. The position peaked at $1.9M in Q3 2024. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

Dynasty Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Dynasty Wealth Management sold 5,485 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2025, an estimated $506K.
Dynasty Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2024 and held it in 6 quarters.
Dynasty Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.9M in Q3 2024.
455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.