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Insight Wealth Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Insight Wealth Partners’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 		$3.35M Buy
36,315
+2,565
+8% +$239K 0.47% 20
2025
Q4 		$3.14M Buy
33,750
+1,868
+6% +$175K 0.43% 20
2025
Q3 		$2.98M Buy
31,882
+5,754
+22% +$531K 0.91% 20
2025
Q2 		$2.41M Buy
26,128
+337
+1% +$30.7K 0.93% 19
2025
Q1 		$2.38M Buy
25,791
+242
+0.9% +$22.1K 0.4% 23
2024
Q4 		$2.31M Buy
25,549
+1,758
+7% +$162K 0.32% 25
2024
Q3 		$2.25M Buy
23,791
+1,391
+6% +$130K 0.44% 26
2024
Q2 		$2.04M Sell
22,400
-399
-2% -$36.1K 0.35% 22
2024
Q1 		$2.09M Buy
22,799
+4,080
+22% +$373K 0.36% 22
2023
Q4 		$1.73M Sell
18,719
-546
-3% -$48.4K 0.3% 20
2023
Q3 		$1.69M Buy
19,265
+515
+3% +$46.4K 0.33% 21
2023
Q2 		$1.72M Sell
18,750
-4,648
-20% -$429K 0.4% 22
2023
Q1 		$2.17M Sell
23,398
-959
-4% -$88.6K 0.49% 17
2022
Q4 		$2.2M Buy
24,357
+3,036
+14% +$273K 1.65% 16
2022
Q3 		$1.91M Buy
21,321
+2,546
+14% +$241K 1.81% 16
2022
Q2 		$1.79M Buy
18,775
+130
+0.7% +$12.6K 1.34% 16
2022
Q1 		$1.9M Buy
18,645
+2,475
+15% +$261K 1.05% 17
2021
Q4 		$1.77M Buy
16,170
+1,184
+8% +$130K 0.33% 20
2021
Q3 		$1.66M Sell
14,986
-666
-4% -$74.3K 0.89% 17
2021
Q2 		$1.74M Buy
15,652
+8
+0.1% +$882 0.92% 20
2021
Q1 		$1.71M Sell
15,644
-11,760
-43% -$1.31M 0.84% 19
2020
Q4 		$3.1M Buy
27,404
+25,579
+1,402% +$2.87M 1.9% 12
2020
Q3 		$205K Hold
1,825
– – 0.2% 46
2020
Q2 		$204K Buy
+1,825
New +$200K 0.21% 37

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

Insight Wealth Partners's BOND Position: Q1 2026 in Review

Insight Wealth Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 7.6% in Q1 2026, buying an estimated $239K and bringing the position to 36,315 shares worth $3.35M. The position accounts for 0.47% of the portfolio, ranked #20.

Insight Wealth Partners first reported a position in BOND in Q2 2020 and has held it in 24 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Insight Wealth Partners held 36,315 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.35M as of Q1 2026.
  • Insight Wealth Partners bought 2,565 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $239K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.47% of Insight Wealth Partners's portfolio in Q1 2026, its #20 holding.
  • Insight Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2020 and has held it in 24 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.