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Kestra Advisory Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Kestra Advisory Services’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 		$27.5M Sell
297,527
-52,868
-15% -$4.93M 0.1% 193
2025
Q4 		$32.6M Buy
350,395
+53,719
+18% +$5.03M 0.13% 140
2025
Q3 		$27.7M Sell
296,676
-38,472
-11% -$3.55M 0.13% 154
2025
Q2 		$30.9M Sell
335,148
-57,511
-15% -$5.23M 0.15% 121
2025
Q1 		$36.3M Buy
392,659
+23,278
+6% +$2.13M 0.18% 89
2024
Q4 		$33.4M Buy
369,381
+187,567
+103% +$17.3M 0.18% 107
2024
Q3 		$17.2M Buy
181,814
+34,458
+23% +$3.22M 0.09% 228
2024
Q2 		$13.4M Buy
147,356
+5,118
+4% +$463K 0.08% 280
2024
Q1 		$13.1M Buy
142,238
+31,980
+29% +$2.93M 0.09% 242
2023
Q4 		$10.2M Buy
110,258
+28,517
+35% +$2.53M 0.08% 268
2023
Q3 		$7.19M Buy
81,741
+73,668
+913% +$6.63M 0.07% 297
2023
Q2 		$740K Sell
8,073
-909
-10% -$83.8K 0.01% 1121
2023
Q1 		$833K Sell
8,982
-1,168
-12% -$108K 0.01% 1029
2022
Q4 		$918K Sell
10,150
-1,884
-16% -$169K 0.01% 1094
2022
Q3 		$1.08M Buy
12,034
+2,001
+20% +$189K 0.01% 938
2022
Q2 		$956K Sell
10,033
-4,588
-31% -$446K 0.01% 994
2022
Q1 		$1.49M Sell
14,621
-3,512
-19% -$370K 0.02% 787
2021
Q4 		$1.98M Sell
18,133
-4,340
-19% -$477K 0.02% 684
2021
Q3 		$2.48M Buy
22,473
+290
+1% +$32.3K 0.02% 624
2021
Q2 		$2.46M Sell
22,183
-5,882
-21% -$649K 0.03% 571
2021
Q1 		$3.07M Sell
28,065
-9,868
-26% -$1.1M 0.04% 464
2020
Q4 		$4.28M Buy
37,933
+17,909
+89% +$2.01M 0.05% 372
2020
Q3 		$2.26M Buy
+20,024
New +$2.25M 0.04% 401

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

Kestra Advisory Services's BOND Position: Q1 2026 in Review

Kestra Advisory Services reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 15% in Q1 2026, selling an estimated $4.93M and leaving 297,527 shares worth $27.5M. The position accounts for 0.1% of the portfolio, ranked #193.

Kestra Advisory Services first reported a position in BOND in Q3 2020 and has held it in 23 quarters since. The position peaked at $36.3M in Q1 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Kestra Advisory Services held 297,527 shares of PIMCO Active Bond Exchange-Traded Fund worth $27.5M as of Q1 2026.
  • Kestra Advisory Services sold 52,868 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $4.93M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.1% of Kestra Advisory Services's portfolio in Q1 2026, its #193 holding.
  • Kestra Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $36.3M in Q1 2025.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.