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Kovack Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Kovack Advisors’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
14,957
+2,928
+24% +$273K 0.07% 271
2025
Q4 		$1.12M Buy
+12,029
New +$1.13M 0.05% 337
2025
Q3 		– Sell
-4,270
Closed -$394K – 619
2025
Q2 		$394K Hold
4,270
– – 0.04% 392
2025
Q1 		$395K Sell
4,270
-975
-19% -$89K 0.04% 359
2024
Q4 		$474K Buy
5,245
+875
+20% +$80.5K 0.05% 318
2024
Q3 		$413K Buy
4,370
+665
+18% +$62.1K 0.04% 352
2024
Q2 		$337K Sell
3,705
-6,478
-64% -$586K 0.04% 394
2024
Q1 		$935K Buy
+10,183
New +$932K 0.11% 150
2022
Q1 		– Sell
-1,846
Closed -$202K – 746
2021
Q4 		$202K Sell
1,846
-117
-6% -$12.8K 0.02% 667
2021
Q3 		$217K Buy
1,963
+132
+7% +$14.7K 0.02% 635
2021
Q2 		$203K Buy
+1,831
New +$202K 0.02% 641
2021
Q1 		– Sell
-1,830
Closed -$207K – 642
2020
Q4 		$207K Buy
+1,830
New +$205K 0.03% 513
2018
Q2 		– Sell
-8,393
Closed -$875K – 442
2018
Q1 		$875K Sell
8,393
-210
-2% -$21.9K 0.22% 114
2017
Q4 		$912K Buy
8,603
+5,003
+139% +$532K 0.23% 107
2017
Q3 		$384K Hold
3,600
– – 0.13% 190
2017
Q2 		$382K Buy
+3,600
New +$381K 0.12% 201

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

Kovack Advisors's BOND Position: Q1 2026 in Review

Kovack Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 24% in Q1 2026, buying an estimated $273K and bringing the position to 14,957 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #271.

Kovack Advisors first reported a position in BOND in Q2 2017 and has held it in 16 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Kovack Advisors held 14,957 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.35M as of Q1 2026.
  • Kovack Advisors bought 2,928 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $273K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.07% of Kovack Advisors's portfolio in Q1 2026, its #271 holding.
  • Kovack Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2017 and has held it in 16 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.