Golden State Equity Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Golden State Equity Partners’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	$1.81M	Buy	19,659 +6,968	+55%	+$650K	0.14%	177
2025 Q4	$1.18M	Buy	12,691 +8,213	+183%	+$768K	0.19%	120
2025 Q3	$418K	Buy	4,478 +670	+18%	+$61.8K	0.07%	297
2025 Q2	$351K	Sell	3,808 -300	-7%	-$27.3K	0.07%	314
2025 Q1	$380K	Buy	4,108 +1,428	+53%	+$130K	0.08%	298
2024 Q4	$242K	Sell	2,680 -37,212	-93%	-$3.43M	0.05%	374
2024 Q3	$3.78M	Buy	39,892 +788	+2%	+$73.5K	1.99%	8
2024 Q2	$3.56M	Buy	+39,104	New	+$3.54M	0.74%	20
2023 Q4	$4.01M	Sell	43,421 -1,450	-3%	-$129K	0.97%	20
2023 Q3	$3.94M	Buy	44,871 +40,373	+898%	+$3.63M	1.1%	16
2023 Q2	$412K	Sell	4,498 -13,139	-74%	-$1.21M	0.12%	211
2023 Q1	$1.64M	Buy	+17,637	New	+$1.63M	0.89%	33

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Golden State Equity Partners's BOND Position: Q1 2026 in Review

Golden State Equity Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 55% in Q1 2026, buying an estimated $650K and bringing the position to 19,659 shares worth $1.81M. The position accounts for 0.14% of the portfolio, ranked #177.

Golden State Equity Partners first reported a position in BOND in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.01M in Q4 2023. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Golden State Equity Partners held 19,659 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.81M as of Q1 2026.
Golden State Equity Partners bought 6,968 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $650K.
PIMCO Active Bond Exchange-Traded Fund made up 0.14% of Golden State Equity Partners's portfolio in Q1 2026, its #177 holding.
Golden State Equity Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and has held it in 12 quarters since.
Golden State Equity Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $4.01M in Q4 2023.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.