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Essex Financial Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Essex Financial Services’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 		$3.28M Buy
35,589
+4,099
+13% +$382K 0.18% 119
2025
Q4 		$2.93M Buy
31,490
+366
+1% +$34.2K 0.17% 125
2025
Q3 		$2.91M Sell
31,124
-2,540
-8% -$234K 0.17% 126
2025
Q2 		$3.1M Buy
33,664
+1,212
+4% +$110K 0.2% 108
2025
Q1 		$3M Sell
32,452
-355
-1% -$32.4K 0.22% 107
2024
Q4 		$2.97M Buy
32,807
+4,567
+16% +$420K 0.21% 105
2024
Q3 		$2.61M Buy
28,240
+5,916
+27% +$552K 0.19% 107
2024
Q2 		$2.07M Buy
22,324
+8,636
+63% +$781K 0.15% 128
2024
Q1 		$1.26M Buy
13,688
+3,983
+41% +$364K 0.12% 179
2023
Q4 		$897K Buy
9,705
+4,416
+83% +$391K 0.09% 211
2023
Q3 		$465K Sell
5,289
-419
-7% -$37.7K 0.05% 295
2023
Q2 		$523K Sell
5,708
-74
-1% -$6.82K 0.06% 270
2023
Q1 		$536K Buy
5,782
+166
+3% +$15.3K 0.06% 274
2022
Q4 		$508K Buy
5,616
+982
+21% +$88.3K 0.05% 272
2022
Q3 		$416K Sell
4,634
-1,991
-30% -$188K 0.05% 283
2022
Q2 		$631K Sell
6,625
-1,262
-16% -$123K 0.07% 238
2022
Q1 		$803K Buy
7,887
+3,384
+75% +$356K 0.08% 227
2021
Q4 		$493K Buy
4,503
+1,562
+53% +$172K 0.05% 288
2021
Q3 		$325K Hold
2,941
– – 0.04% 330
2021
Q2 		$322K Hold
2,941
– – 0.05% 314
2021
Q1 		$322K Sell
2,941
-205
-7% -$22.8K 0.06% 256
2020
Q4 		$356K Hold
3,146
– – 0.07% 227
2020
Q3 		$354K Buy
3,146
+134
+4% +$15.1K 0.09% 203
2020
Q2 		$336K Buy
+3,012
New +$330K 0.1% 182
2018
Q2 		– Sell
-2,370
Closed -$247K – 285
2018
Q1 		$247K Buy
+2,370
New +$247K 0.05% 297
2017
Q3 		– Sell
-1,890
Closed -$200K – 285
2017
Q2 		$200K Buy
+1,890
New +$200K 0.04% 330

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

Essex Financial Services's BOND Position: Q1 2026 in Review

Essex Financial Services increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 13% in Q1 2026, buying an estimated $382K and bringing the position to 35,589 shares worth $3.28M. The position accounts for 0.18% of the portfolio, ranked #119.

Essex Financial Services first reported a position in BOND in Q2 2017 and has held it in 26 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Essex Financial Services held 35,589 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.28M as of Q1 2026.
  • Essex Financial Services bought 4,099 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $382K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.18% of Essex Financial Services's portfolio in Q1 2026, its #119 holding.
  • Essex Financial Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2017 and has held it in 26 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.