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Kelman-Lazarov Inc’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Kelman-Lazarov 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 		$24.2M Buy
262,289
+2,015
+0.8% +$188K 3.47% 10
2025
Q4 		$24.2M Buy
260,274
+8,976
+4% +$840K 3.46% 10
2025
Q3 		$23.5M Buy
251,298
+11,436
+5% +$1.06M 3.48% 10
2025
Q2 		$22.1M Sell
239,862
-6,453
-3% -$587K 3.58% 10
2025
Q1 		$22.8M Buy
246,315
+11,385
+5% +$1.04M 4.13% 7
2024
Q4 		$21.2M Buy
234,930
+4,281
+2% +$394K 3.82% 9
2024
Q3 		$21.8M Buy
230,649
+4,931
+2% +$460K 3.75% 8
2024
Q2 		$20.6M Buy
225,718
+11,886
+6% +$1.08M 3.83% 8
2024
Q1 		$19.6M Buy
213,832
+11,196
+6% +$1.02M 3.84% 7
2023
Q4 		$18.7M Buy
202,636
+7,254
+4% +$643K 4.06% 7
2023
Q3 		$17.2M Buy
+195,382
New +$17.6M 4.06% 7
2020
Q3 		– Sell
-54,301
Closed -$6.06M – 73
2020
Q2 		$6.06M Buy
+54,301
New +$5.95M 2.81% 11
2019
Q2 		– Sell
-1,900
Closed -$201K – 94
2019
Q1 		$201K Sell
1,900
-506
-21% -$52.6K 0.11% 93
2018
Q4 		$247K Sell
2,406
-3,450
-59% -$351K 0.15% 85
2018
Q3 		$599K Sell
5,856
-11,445
-66% -$1.18M 0.35% 61
2018
Q2 		$1.78M Sell
17,301
-1,679
-9% -$173K 0.96% 31
2018
Q1 		$1.98M Sell
18,980
-450
-2% -$47K 1.06% 29
2017
Q4 		$2.06M Buy
19,430
+387
+2% +$41.1K 1.05% 29
2017
Q3 		$2.03M Sell
19,043
-360
-2% -$38.4K 1.07% 28
2017
Q2 		$2.06M Sell
19,403
-1,249
-6% -$132K 1.13% 27
2017
Q1 		$2.17M Sell
20,652
-26
-0.1% -$2.72K 1.4% 26
2016
Q4 		$2.15M Sell
20,678
-672
-3% -$70.8K 1.21% 26
2016
Q3 		$2.29M Buy
21,350
+505
+2% +$54.3K 1.3% 24
2016
Q2 		$2.24M Sell
20,845
-450
-2% -$47.7K 1.28% 25
2016
Q1 		$2.24M Buy
+21,295
New +$2.22M 1.31% 24

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

Kelman-Lazarov Inc's BOND Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.77% in Q1 2026, buying an estimated $188K and bringing the position to 262,289 shares worth $24.2M. The position accounts for 3.47% of the portfolio, ranked #10.

Kelman-Lazarov Inc first reported a position in BOND in Q1 2016 and has held it in 25 quarters since. The position peaked at $24.2M in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Kelman-Lazarov Inc held 262,289 shares of PIMCO Active Bond Exchange-Traded Fund worth $24.2M as of Q1 2026.
  • Kelman-Lazarov Inc bought 2,015 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $188K.
  • PIMCO Active Bond Exchange-Traded Fund made up 3.47% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #10 holding.
  • Kelman-Lazarov Inc first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2016 and has held it in 25 quarters since.
  • Kelman-Lazarov Inc's PIMCO Active Bond Exchange-Traded Fund position peaked at $24.2M in Q4 2025.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.