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Independent Advisor Alliance’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Independent Advisor Alliance’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 		$10.4M Buy
+112,917
New +$10.5M 0.11% 164
2025
Q1 		– Sell
-140,493
Closed -$12.7M – 851
2024
Q4 		$12.7M Buy
+140,493
New +$12.9M 0.17% 134
2020
Q1 		– Sell
-2,448
Closed -$264K – 462
2019
Q4 		$264K Buy
+2,448
New +$265K 0.01% 722

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 $424B AUM 22.94% 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 $21.5B AUM 26.98% 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

Independent Advisor Alliance's BOND Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2026: 112,917 shares worth $10.4M. The stake represents 0.11% of the portfolio and ranks #164 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in BOND as recently as Q4 2024.

Independent Advisor Alliance first reported a position in BOND in Q4 2019 and has held it in 3 quarters since. The position peaked at $12.7M in Q4 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Independent Advisor Alliance held 112,917 shares of PIMCO Active Bond Exchange-Traded Fund worth $10.4M as of Q1 2026.
  • PIMCO Active Bond Exchange-Traded Fund was a new Independent Advisor Alliance position in Q1 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.11% of Independent Advisor Alliance's portfolio in Q1 2026, its #164 holding.
  • Independent Advisor Alliance first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 3 quarters since.
  • Independent Advisor Alliance's PIMCO Active Bond Exchange-Traded Fund position peaked at $12.7M in Q4 2024.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.