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

Goodman 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	$135K	Sell	1,460 -84	-5%	-$7.84K	0.04%	89
2025 Q4	$144K	Sell	1,544 -627	-29%	-$58.7K	0.04%	77
2025 Q3	$203K	Buy	2,171 +834	+62%	+$77K	0.05%	69
2025 Q2	$123K	Sell	1,337 -46,535	-97%	-$4.23M	0.04%	69
2025 Q1	$4.43M	Buy	47,872 +3,857	+9%	+$352K	1.35%	26
2024 Q4	$3.98M	Buy	44,015 +4,772	+12%	+$439K	1.17%	28
2024 Q3	$3.71M	Buy	+39,243	New	+$3.66M	1.06%	31
2023 Q4	–	Sell	-21,323	Closed	-$1.89M	–	153
2023 Q3	$1.87M	Buy	+21,323	New	+$1.92M	0.7%	35

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

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

Goodman Advisory Group reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.4% in Q1 2026, selling an estimated $7.84K and leaving 1,460 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #89.

Goodman Advisory Group first reported a position in BOND in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.43M in Q1 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Goodman Advisory Group held 1,460 shares of PIMCO Active Bond Exchange-Traded Fund worth $135K as of Q1 2026.
Goodman Advisory Group sold 84 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $7.84K.
PIMCO Active Bond Exchange-Traded Fund made up 0.04% of Goodman Advisory Group's portfolio in Q1 2026, its #89 holding.
Goodman Advisory Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2023 and has held it in 8 quarters since.
Goodman Advisory Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $4.43M in Q1 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.