EWM
BOND icon

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

Endowment 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 		$247K Buy
2,677
+108
+4% +$10.1K 0.11% 135
2025
Q4 		$239K Buy
+2,569
New +$240K 0.11% 132

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

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

Endowment Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.2% in Q1 2026, buying an estimated $10.1K and bringing the position to 2,677 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #135.

Endowment Wealth Management first reported a position in BOND in Q4 2025 and has held it in 2 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Endowment Wealth Management held 2,677 shares of PIMCO Active Bond Exchange-Traded Fund worth $247K as of Q1 2026.
  • Endowment Wealth Management bought 108 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $10.1K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.11% of Endowment Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Endowment Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.