FFA
BOND icon

First Foundation Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

First Foundation Advisors’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 		$747K Hold
8,094
– – 0.03% 198
2025
Q4 		$753K Sell
8,094
-588
-7% -$55K 0.03% 192
2025
Q3 		$810K Hold
8,682
– – 0.03% 193
2025
Q2 		$800K Sell
8,682
-605
-7% -$55K 0.03% 205
2025
Q1 		$859K Hold
9,287
– – 0.04% 178
2024
Q4 		$840K Hold
9,287
– – 0.03% 187
2024
Q3 		$879K Buy
+9,287
New +$867K 0.03% 180
2021
Q2 		– Sell
-3,295
Closed -$361K – 450
2021
Q1 		$361K Sell
3,295
-5,928
-64% -$660K 0.02% 317
2020
Q4 		$1.04M Hold
9,223
– – 0.05% 185
2020
Q3 		$1.04M Sell
9,223
-5,380
-37% -$605K 0.05% 176
2020
Q2 		$1.63M Sell
14,603
-840
-5% -$92K 0.08% 130
2020
Q1 		$1.64M Sell
15,443
-230
-1% -$25K 0.1% 118
2019
Q4 		$1.69M Buy
15,673
+12,364
+374% +$1.34M 0.08% 137
2019
Q3 		$360K Hold
3,309
– – 0.02% 265
2019
Q2 		$356K Hold
3,309
– – 0.02% 252
2019
Q1 		$349K Hold
3,309
– – 0.02% 249
2018
Q4 		$340K Hold
3,309
– – 0.02% 303
2018
Q3 		$339K Hold
3,309
– – 0.02% 273
2018
Q2 		$341K Sell
3,309
-500
-13% -$51.4K 0.02% 252
2018
Q1 		$397K Sell
3,809
-3,185
-46% -$333K 0.02% 233
2017
Q4 		$741K Buy
6,994
+2,970
+74% +$316K 0.04% 195
2017
Q3 		$430K Hold
4,024
– – 0.02% 214
2017
Q2 		$427K Buy
4,024
+1,059
+36% +$112K 0.03% 218
2017
Q1 		$312K Sell
2,965
-320
-10% -$33.5K 0.02% 253
2016
Q4 		$342K Buy
3,285
+760
+30% +$80K 0.02% 243
2016
Q3 		$273K Hold
2,525
– – 0.02% 242
2016
Q2 		$271K Hold
2,525
– – 0.02% 248
2016
Q1 		$266K Hold
2,525
– – 0.02% 247
2015
Q4 		$263K Buy
+2,525
New +$267K 0.02% 244

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

First Foundation Advisors's BOND Position: Q1 2026 in Review

First Foundation Advisors held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q1 2026 at 8,094 shares worth $747K. The position accounts for 0.03% of the portfolio, ranked #198.

First Foundation Advisors first reported a position in BOND in Q4 2015 and has held it in 29 quarters since. The position peaked at $1.69M in Q4 2019. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • First Foundation Advisors held 8,094 shares of PIMCO Active Bond Exchange-Traded Fund worth $747K as of Q1 2026.
  • First Foundation Advisors left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.03% of First Foundation Advisors's portfolio in Q1 2026, its #198 holding.
  • First Foundation Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2015 and has held it in 29 quarters since.
  • First Foundation Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.69M in Q4 2019.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.