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

GeoWealth 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 		$11.4M Sell
123,374
-27,720
-18% -$2.59M 0.41% 36
2025
Q4 		$14.1M Buy
151,094
+10,084
+7% +$943K 0.52% 30
2025
Q3 		$13.2M Buy
141,010
+377
+0.3% +$34.8K 0.48% 33
2025
Q2 		$13M Sell
140,633
-86,988
-38% -$7.91M 0.51% 29
2025
Q1 		$21M Buy
227,621
+77,479
+52% +$7.07M 0.85% 19
2024
Q4 		$13.6M Buy
150,142
+37
+0% +$3.41K 0.44% 42
2024
Q3 		$14.2M Buy
150,105
+5,976
+4% +$558K 0.5% 39
2024
Q2 		$13.1M Buy
144,129
+8,381
+6% +$758K 0.57% 30
2024
Q1 		$12.5M Buy
135,748
+34,539
+34% +$3.16M 0.48% 45
2023
Q4 		$9.35M Sell
101,209
-37,244
-27% -$3.3M 0.77% 35
2023
Q3 		$12.2M Sell
138,453
-30,446
-18% -$2.74M 1.38% 14
2023
Q2 		$15.5M Sell
168,899
-161,021
-49% -$14.8M 1.67% 11
2023
Q1 		$30.6M Buy
329,920
+15,806
+5% +$1.46M 3.58% 4
2022
Q4 		$28.4M Buy
314,114
+15,192
+5% +$1.37M 3% 4
2022
Q3 		$26.8M Buy
298,922
+19,204
+7% +$1.82M 2.93% 6
2022
Q2 		$26.6M Buy
279,718
+11,852
+4% +$1.15M 3.57% 4
2022
Q1 		$27.3M Buy
267,866
+41,580
+18% +$4.38M 2.4% 7
2021
Q4 		$24.8M Buy
226,286
+3,578
+2% +$393K 2.02% 10
2021
Q3 		$24.6M Sell
222,708
-26,393
-11% -$2.94M 2.03% 8
2021
Q2 		$27.6M Buy
249,101
+27,426
+12% +$3.03M 3.5% 5
2021
Q1 		$24.3M Buy
221,675
+30,788
+16% +$3.43M 3.78% 5
2020
Q4 		$21.6M Buy
190,887
+13,187
+7% +$1.48M 3.46% 4
2020
Q3 		$20M Buy
177,700
+104,636
+143% +$11.8M 6.04% 1
2020
Q2 		$8.15M Buy
73,064
+34,426
+89% +$3.77M 3.37% 2
2020
Q1 		$4.1M Sell
38,638
-9,708
-20% -$1.05M 2.9% 9
2019
Q4 		$5.21M Buy
+48,346
New +$5.23M 2.8% 11

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

GeoWealth Management's BOND Position: Q1 2026 in Review

GeoWealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 18% in Q1 2026, selling an estimated $2.59M and leaving 123,374 shares worth $11.4M. The position accounts for 0.41% of the portfolio, ranked #36.

GeoWealth Management first reported a position in BOND in Q4 2019 and has held it in 26 quarters since. The position peaked at $30.6M in Q1 2023. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • GeoWealth Management held 123,374 shares of PIMCO Active Bond Exchange-Traded Fund worth $11.4M as of Q1 2026.
  • GeoWealth Management sold 27,720 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $2.59M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.41% of GeoWealth Management's portfolio in Q1 2026, its #36 holding.
  • GeoWealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 26 quarters since.
  • GeoWealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $30.6M in Q1 2023.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.