Koss-Olinger Consulting’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Koss-Olinger Consulting’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	$117M	Sell	1,266,570 -49,093	-4%	-$4.58M	9.8%	2
2025 Q4	$122M	Buy	1,315,663 +659,320	+100%	+$61.7M	9.49%	2
2025 Q3	$60.5M	Sell	656,343 -2,994	-0.5%	-$276K	5%	2
2025 Q2	$60.8M	Sell	659,337 -20,592	-3%	-$1.87M	4.99%	2
2025 Q1	$62.9M	Buy	679,929 +12,345	+2%	+$1.13M	5.3%	2
2024 Q4	$60.4M	Buy	667,584 +409,695	+159%	+$37.7M	5.29%	2
2024 Q3	$24.4M	Sell	257,889 -4,760	-2%	-$444K	2.12%	14
2024 Q2	$23.9M	Buy	+262,649	New	+$23.8M	2.21%	13
2024 Q1	–	Sell	-277,970	Closed	-$25.7M	–	74
2023 Q4	$25.7M	Buy	+277,970	New	+$24.6M	2.52%	11
2023 Q1	–	Sell	-29,154	Closed	-$2.64M	–	263
2022 Q4	$2.64M	Buy	+29,154	New	+$2.62M	0.38%	29

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

Koss-Olinger Consulting's BOND Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.7% in Q1 2026, selling an estimated $4.58M and leaving 1,266,570 shares worth $117M. The position accounts for 9.8% of the portfolio, ranked #2.

Koss-Olinger Consulting first reported a position in BOND in Q4 2022 and has held it in 10 quarters since. The position peaked at $122M in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Koss-Olinger Consulting held 1,266,570 shares of PIMCO Active Bond Exchange-Traded Fund worth $117M as of Q1 2026.
Koss-Olinger Consulting sold 49,093 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $4.58M.
PIMCO Active Bond Exchange-Traded Fund made up 9.8% of Koss-Olinger Consulting's portfolio in Q1 2026, its #2 holding.
Koss-Olinger Consulting first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 10 quarters since.
Koss-Olinger Consulting's PIMCO Active Bond Exchange-Traded Fund position peaked at $122M in Q4 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.