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Krilogy Financial’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Krilogy Financial’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 Sell
14,609
-1,446
-9% -$135K 0.04% 289
2025
Q4 		$1.5M Sell
16,055
-1,714
-10% -$160K 0.05% 254
2025
Q3 		$1.66M Buy
17,769
+5,132
+41% +$474K 0.06% 223
2025
Q2 		$1.16M Sell
12,637
-535
-4% -$48.7K 0.07% 172
2025
Q1 		$1.22M Buy
13,172
+145
+1% +$13.2K 0.08% 157
2024
Q4 		$1.18M Buy
13,027
+279
+2% +$25.7K 0.08% 155
2024
Q3 		$1.21M Sell
12,748
-1,696
-12% -$158K 0.08% 155
2024
Q2 		$1.32M Sell
14,444
-1,058
-7% -$95.7K 0.1% 144
2024
Q1 		$1.42M Sell
15,502
-218
-1% -$19.9K 0.11% 143
2023
Q4 		$1.45M Sell
15,720
-6,282
-29% -$557K 0.12% 125
2023
Q3 		$1.93M Sell
22,002
-1,536
-7% -$138K 0.18% 111
2023
Q2 		$2.16M Sell
23,538
-2,363
-9% -$218K 0.19% 104
2023
Q1 		$2.4M Sell
25,901
-123,880
-83% -$11.5M 0.2% 95
2022
Q4 		$13.6M Sell
149,781
-7,536
-5% -$678K 1.29% 17
2022
Q3 		$14.1M Buy
157,317
+7,032
+5% +$666K 1.68% 14
2022
Q2 		$14.3M Buy
150,285
+50,870
+51% +$4.94M 1.66% 14
2022
Q1 		$10.1M Sell
99,415
-18,795
-16% -$1.98M 1.03% 22
2021
Q4 		$12.9M Buy
118,210
+10,972
+10% +$1.2M 1.3% 17
2021
Q3 		$11.9M Sell
107,238
-1,851
-2% -$206K 1.18% 17
2021
Q2 		$12.1M Sell
109,089
-7,036
-6% -$776K 1.21% 16
2021
Q1 		$12.7M Buy
116,125
+8,605
+8% +$958K 1.34% 16
2020
Q4 		$12.2M Buy
107,520
+9,642
+10% +$1.08M 1.46% 15
2020
Q3 		$11M Buy
97,878
+4,395
+5% +$494K 1.53% 15
2020
Q2 		$10.4M Buy
93,483
+12,047
+15% +$1.32M 1.6% 15
2020
Q1 		$8.65M Sell
81,436
-9,387
-10% -$1.02M 1.64% 17
2019
Q4 		$9.79M Buy
90,823
+4,875
+6% +$528K 1.61% 16
2019
Q3 		$9.36M Buy
85,948
+2,922
+4% +$316K 1.69% 15
2019
Q2 		$8.92M Buy
+83,026
New +$8.79M 1.71% 15
2018
Q4 		– Sell
-56
Closed -$6K – 199
2018
Q3 		$6K Buy
+56
New +$5.76K ﹤0.01% 591

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

Krilogy Financial's BOND Position: Q1 2026 in Review

Krilogy Financial reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 9% in Q1 2026, selling an estimated $135K and leaving 14,609 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #289.

Krilogy Financial first reported a position in BOND in Q3 2018 and has held it in 29 quarters since. The position peaked at $14.3M in Q2 2022. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Krilogy Financial held 14,609 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.35M as of Q1 2026.
  • Krilogy Financial sold 1,446 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $135K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.04% of Krilogy Financial's portfolio in Q1 2026, its #289 holding.
  • Krilogy Financial first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2018 and has held it in 29 quarters since.
  • Krilogy Financial's PIMCO Active Bond Exchange-Traded Fund position peaked at $14.3M in Q2 2022.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.