Greykasell Wealth Strategies’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Greykasell Wealth Strategies’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	$106K	Buy	1,144 +1	+0.1%	+$93	0.04%	189
2025 Q4	$106K	Buy	1,143 +1	+0.1%	+$94	0.04%	185
2025 Q3	$107K	Buy	+1,142	New	+$105K	0.04%	171

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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $11.8B AUM 21.23% 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

Greykasell Wealth Strategies's BOND Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.09% in Q1 2026, buying an estimated $93 and bringing the position to 1,144 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #189.

Greykasell Wealth Strategies first reported a position in BOND in Q3 2025 and has held it in 3 quarters since. The position peaked at $107K in Q3 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Greykasell Wealth Strategies held 1,144 shares of PIMCO Active Bond Exchange-Traded Fund worth $106K as of Q1 2026.
Greykasell Wealth Strategies bought 1 PIMCO Active Bond Exchange-Traded Fund share in Q1 2026, an estimated $93.
PIMCO Active Bond Exchange-Traded Fund made up 0.04% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #189 holding.
Greykasell Wealth Strategies first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
Greykasell Wealth Strategies's PIMCO Active Bond Exchange-Traded Fund position peaked at $107K in Q3 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.