HI
BOND icon

Harbour Investments’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Harbour Investments’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 		$10.7M Buy
116,320
+13,068
+13% +$1.22M 0.17% 116
2025
Q4 		$9.61M Buy
103,252
+1,103
+1% +$103K 0.19% 99
2025
Q3 		$9.54M Buy
102,149
+939
+0.9% +$86.6K 0.22% 86
2025
Q2 		$9.33M Buy
101,210
+2,076
+2% +$189K 0.24% 81
2025
Q1 		$9.17M Buy
99,134
+10,559
+12% +$964K 0.26% 72
2024
Q4 		$8.01M Sell
88,575
-889
-1% -$81.8K 0.23% 75
2024
Q3 		$8.46M Buy
89,464
+26,984
+43% +$2.52M 0.25% 68
2024
Q2 		$5.69M Buy
62,480
+14,728
+31% +$1.33M 0.19% 91
2024
Q1 		$4.39M Buy
47,752
+11,772
+33% +$1.08M 0.16% 121
2023
Q4 		$3.33M Buy
35,980
+8,293
+30% +$735K 0.14% 136
2023
Q3 		$2.43M Buy
27,687
+5,204
+23% +$468K 0.12% 165
2023
Q2 		$2.06M Buy
22,483
+1,132
+5% +$104K 0.1% 199
2023
Q1 		$1.98M Sell
21,351
-471
-2% -$43.5K 0.11% 181
2022
Q4 		$1.97M Sell
21,822
-6,461
-23% -$581K 0.12% 167
2022
Q3 		$2.69M Hold
28,283
– – 0.18% 103
2022
Q2 		$2.69M Buy
+28,283
New +$2.75M 0.18% 103
2021
Q4 		$2.41M Sell
22,055
-15,804
-42% -$1.74M 0.14% 146
2021
Q3 		$4.18M Buy
37,859
+3,978
+12% +$444K 0.13% 146
2021
Q2 		$3.76M Buy
33,881
+18,902
+126% +$2.09M 0.12% 159
2021
Q1 		$1.64M Buy
+14,979
New +$1.67M 0.06% 294

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

Harbour Investments's BOND Position: Q1 2026 in Review

Harbour Investments increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 13% in Q1 2026, buying an estimated $1.22M and bringing the position to 116,320 shares worth $10.7M. The position accounts for 0.17% of the portfolio, ranked #116.

Harbour Investments first reported a position in BOND in Q1 2021 and has held it in 20 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Harbour Investments held 116,320 shares of PIMCO Active Bond Exchange-Traded Fund worth $10.7M as of Q1 2026.
  • Harbour Investments bought 13,068 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $1.22M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.17% of Harbour Investments's portfolio in Q1 2026, its #116 holding.
  • Harbour Investments first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and has held it in 20 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.