Ken Fisher
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Ken Fisher’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Ken Fisher’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
2025
Q4 		– Sell
-2,470
Closed -$231K – 1027
2025
Q3 		$231K Buy
+2,470
New +$228K ﹤0.01% 953
2020
Q2 		– Sell
-2,139
Closed -$227K – 828
2020
Q1 		$227K Buy
+2,139
New +$232K ﹤0.01% 714

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ken Fisher's BOND Position: Q4 2025 in Review

Ken Fisher sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2025, closing a stake of 2,470 shares — an estimated $231K sold.

Ken Fisher first reported a position in BOND in Q1 2020 and held it in 2 quarters. The position peaked at $231K in Q3 2025. 501 funds tracked by Wall St. Rank hold BOND as of Q4 2025.

  • Ken Fisher reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Ken Fisher sold 2,470 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2025, an estimated $231K.
  • Ken Fisher first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and held it in 2 quarters.
  • Ken Fisher's PIMCO Active Bond Exchange-Traded Fund position peaked at $231K in Q3 2025.
  • 501 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2025.

Based on Fisher Asset Management's 13F filing for Q4 2025, filed 9 Feb 2026.