Spectrum Advisors, Inc.’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Spectrum Advisors, Inc.’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	$8.31M	Buy	+90,021	New	+$8.4M	6.56%	4

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 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 $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spectrum Advisors, Inc.'s BOND Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2026: 90,021 shares worth $8.31M. The stake represents 6.56% of the portfolio and ranks #4 among its holdings.

526 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Spectrum Advisors, Inc. held 90,021 shares of PIMCO Active Bond Exchange-Traded Fund worth $8.31M as of Q1 2026.
PIMCO Active Bond Exchange-Traded Fund was a new Spectrum Advisors, Inc. position in Q1 2026.
PIMCO Active Bond Exchange-Traded Fund made up 6.56% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #4 holding.
526 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.