Focus Partners Wealth
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Focus Partners Wealth’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Focus Partners Wealth’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 		$4.61M Sell
48,612
-832
-2% -$77.6K 0.01% 965
2025
Q4 		$4.61M Buy
49,444
+46,403
+1,526% +$4.34M 0.01% 975
2025
Q3 		$284K Sell
3,041
-54,497
-95% -$5.03M ﹤0.01% 1870
2025
Q2 		$5.3M Sell
57,538
-1,081
-2% -$98.3K 0.01% 658
2025
Q1 		$5.42M Buy
58,619
+55,317
+1,675% +$5.05M 0.01% 605
2024
Q4 		$299K Buy
+3,302
New +$304K ﹤0.01% 1556

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

Focus Partners Wealth's BOND Position: Q1 2026 in Review

Focus Partners Wealth reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.7% in Q1 2026, selling an estimated $77.6K and leaving 48,612 shares worth $4.61M. The position accounts for 0.01% of the portfolio, ranked #965.

Focus Partners Wealth first reported a position in BOND in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.42M in Q1 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Focus Partners Wealth held 48,612 shares of PIMCO Active Bond Exchange-Traded Fund worth $4.61M as of Q1 2026.
  • Focus Partners Wealth sold 832 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $77.6K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #965 holding.
  • Focus Partners Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.42M in Q1 2025.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.