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GM Advisory Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

GM Advisory Group’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 		$10.1M Buy
109,129
+3,265
+3% +$305K 0.39% 47
2025
Q4 		$9.85M Buy
105,864
+6,425
+6% +$601K 0.39% 46
2025
Q3 		$9.28M Sell
99,439
-1,115
-1% -$103K 0.39% 47
2025
Q2 		$9.27M Buy
100,554
+71
+0.1% +$6.46K 0.46% 45
2025
Q1 		$9.29M Sell
100,483
-672
-0.7% -$61.4K 0.5% 37
2024
Q4 		$9.15M Buy
101,155
+1,251
+1% +$115K 0.51% 39
2024
Q3 		$9.45M Sell
99,904
-5,134
-5% -$479K 0.57% 39
2024
Q2 		$9.57M Sell
105,038
-3,700
-3% -$335K 0.62% 35
2024
Q1 		$9.99M Sell
108,738
-54,962
-34% -$5.03M 0.7% 30
2023
Q4 		$15.1M Buy
163,700
+47,096
+40% +$4.17M 1.14% 19
2023
Q3 		$10.2M Buy
116,604
+1,622
+1% +$146K 0.84% 20
2023
Q2 		$10.5M Buy
114,982
+4,910
+4% +$453K 0.87% 23
2023
Q1 		$10.2M Buy
110,072
+7,889
+8% +$729K 0.93% 21
2022
Q4 		$9.25M Buy
102,183
+66,055
+183% +$5.94M 0.99% 20
2022
Q3 		$3.24M Sell
36,128
-84,905
-70% -$8.04M 0.41% 34
2022
Q2 		$11.5M Buy
121,033
+61
+0.1% +$5.93K 1.8% 15
2022
Q1 		$12.3M Buy
120,972
+6,912
+6% +$728K 1.46% 16
2021
Q4 		$12.5M Buy
114,060
+8,838
+8% +$971K 1.11% 24
2021
Q3 		$11.6M Buy
105,222
+5,784
+6% +$645K 1.17% 24
2021
Q2 		$11M Buy
99,438
+13,269
+15% +$1.46M 1.13% 24
2021
Q1 		$9.43M Buy
86,169
+3,685
+4% +$410K 1.13% 19
2020
Q4 		$9.33M Buy
82,484
+4,912
+6% +$551K 1.25% 21
2020
Q3 		$8.72M Buy
77,572
+3,226
+4% +$363K 1.33% 19
2020
Q2 		$8.3M Buy
74,346
+3,247
+5% +$356K 1.53% 16
2020
Q1 		$7.55M Buy
+71,099
New +$7.73M 2.06% 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

GM Advisory Group's BOND Position: Q1 2026 in Review

GM Advisory Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.1% in Q1 2026, buying an estimated $305K and bringing the position to 109,129 shares worth $10.1M. The position accounts for 0.39% of the portfolio, ranked #47.

GM Advisory Group first reported a position in BOND in Q1 2020 and has held it in 25 quarters since. The position peaked at $15.1M in Q4 2023. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • GM Advisory Group held 109,129 shares of PIMCO Active Bond Exchange-Traded Fund worth $10.1M as of Q1 2026.
  • GM Advisory Group bought 3,265 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $305K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.39% of GM Advisory Group's portfolio in Q1 2026, its #47 holding.
  • GM Advisory Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and has held it in 25 quarters since.
  • GM Advisory Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $15.1M in Q4 2023.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.