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

Gotham Asset 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	$59.4M	Buy	643,160 +414,200	+181%	+$38.6M	0.18%	65
2025 Q4	$21.3M	Buy	228,960 +33,516	+17%	+$3.14M	0.08%	369
2025 Q3	$18.2M	Buy	195,444 +59,209	+43%	+$5.46M	0.08%	355
2025 Q2	$12.6M	Buy	136,235 +1,472	+1%	+$134K	0.08%	387
2025 Q1	$12.5M	Buy	134,763 +112,930	+517%	+$10.3M	0.1%	262
2024 Q4	$1.97M	Buy	+21,833	New	+$2.01M	0.02%	725

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

Gotham Asset Management's BOND Position: Q1 2026 in Review

Gotham Asset Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 181% in Q1 2026, buying an estimated $38.6M and bringing the position to 643,160 shares worth $59.4M. The position accounts for 0.18% of the portfolio, ranked #65.

Gotham Asset Management first reported a position in BOND in Q4 2024 and has held it in 6 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Gotham Asset Management held 643,160 shares of PIMCO Active Bond Exchange-Traded Fund worth $59.4M as of Q1 2026.
Gotham Asset Management bought 414,200 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $38.6M.
PIMCO Active Bond Exchange-Traded Fund made up 0.18% of Gotham Asset Management's portfolio in Q1 2026, its #65 holding.
Gotham Asset Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.