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

Kingsview Wealth Management’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	$1.35M	Buy	14,654 +225	+2%	+$21K	0.02%	595
2025 Q4	$1.34M	Sell	14,429 -2,537	-15%	-$237K	0.02%	559
2025 Q3	$1.58M	Buy	16,966 +985	+6%	+$90.9K	0.02%	504
2025 Q2	$1.47M	Sell	15,981 -1,800	-10%	-$164K	0.02%	486
2025 Q1	$1.64M	Buy	17,781 +5,017	+39%	+$458K	0.03%	431
2024 Q4	$1.15M	Buy	12,764 +1,583	+14%	+$146K	0.02%	511
2024 Q3	$1.06M	Buy	11,181 +2,516	+29%	+$235K	0.02%	515
2024 Q2	$789K	Sell	8,665 -327	-4%	-$29.6K	0.02%	571
2024 Q1	$826K	Buy	8,992 +989	+12%	+$90.5K	0.02%	546
2023 Q4	$740K	Sell	8,003 -17,805	-69%	-$1.58M	0.02%	550
2023 Q3	$2.27M	Buy	+25,808	New	+$2.32M	0.08%	256
2022 Q1	–	Sell	-5,611	Closed	-$614K	–	876
2021 Q4	$614K	Sell	5,611 -935	-14%	-$103K	0.03%	523
2021 Q3	$724K	Sell	6,546 -838	-11%	-$93.4K	0.03%	460
2021 Q2	$817K	Sell	7,384 -37	-0.5%	-$4.08K	0.04%	422
2021 Q1	$813K	Buy	7,421 +406	+6%	+$45.2K	0.05%	388
2020 Q4	$793K	Buy	7,015 +184	+3%	+$20.7K	0.06%	331
2020 Q3	$768K	Sell	6,831 -840	-11%	-$94.4K	0.07%	273
2020 Q2	$856K	Buy	7,671 +4,806	+168%	+$526K	0.09%	229
2020 Q1	$304K	Buy	+2,865	New	+$311K	0.04%	357
2018 Q4	–	Sell	-2,040	Closed	-$209K	–	382
2018 Q3	$209K	Buy	+2,040	New	+$210K	0.04%	332

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

Kingsview Wealth Management's BOND Position: Q1 2026 in Review

Kingsview Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.6% in Q1 2026, buying an estimated $21K and bringing the position to 14,654 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #595.

Kingsview Wealth Management first reported a position in BOND in Q3 2018 and has held it in 20 quarters since. The position peaked at $2.27M in Q3 2023. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Kingsview Wealth Management held 14,654 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.35M as of Q1 2026.
Kingsview Wealth Management bought 225 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $21K.
PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #595 holding.
Kingsview Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2018 and has held it in 20 quarters since.
Kingsview Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.27M in Q3 2023.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.