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

Keyvantage Wealth’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	$1.42M	Sell	15,398 -2,064	-12%	-$193K	0.63%	26
2025 Q4	$1.63M	Sell	17,462 -86	-0.5%	-$8.05K	0.7%	26
2025 Q3	$1.64M	Sell	17,548 -1,775	-9%	-$164K	0.69%	24
2025 Q2	$1.78M	Sell	19,323 -2,527	-12%	-$230K	0.8%	24
2025 Q1	$2.02M	Sell	21,850 -40,209	-65%	-$3.67M	0.98%	24
2024 Q4	$5.61M	Buy	+62,059	New	+$5.71M	4.01%	7

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keyvantage Wealth's BOND Position: Q1 2026 in Review

Keyvantage Wealth reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 12% in Q1 2026, selling an estimated $193K and leaving 15,398 shares worth $1.42M. The position accounts for 0.63% of the portfolio, ranked #26.

Keyvantage Wealth first reported a position in BOND in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.61M in Q4 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Keyvantage Wealth held 15,398 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.42M as of Q1 2026.
Keyvantage Wealth sold 2,064 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $193K.
PIMCO Active Bond Exchange-Traded Fund made up 0.63% of Keyvantage Wealth's portfolio in Q1 2026, its #26 holding.
Keyvantage Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.61M in Q4 2024.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.