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KWMG LLC’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

KWMG LLC’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
Q2 		$14.5M Buy
157,067
+7,626
+5% +$702K 1.05% 33
2026
Q1 		$13.8M Buy
149,441
+5,803
+4% +$541K 1.15% 32
2025
Q4 		$13.4M Buy
143,638
+2,832
+2% +$265K 1.15% 28
2025
Q3 		$13.1M Buy
140,806
+4,106
+3% +$379K 1.15% 30
2025
Q2 		$12.6M Buy
136,700
+712
+0.5% +$64.8K 1.18% 26
2025
Q1 		$12.6M Buy
135,988
+3,313
+2% +$303K 1.28% 22
2024
Q4 		$12M Buy
132,675
+1,824
+1% +$168K 1.24% 24
2024
Q3 		$12.4M Buy
130,851
+4,164
+3% +$389K 1.25% 24
2024
Q2 		$11.5M Buy
126,687
+7,398
+6% +$669K 1.24% 25
2024
Q1 		$11M Buy
119,289
+5,440
+5% +$498K 1.2% 25
2023
Q4 		$10.5M Buy
113,849
+1,863
+2% +$165K 1.23% 25
2023
Q3 		$9.84M Buy
111,986
+5,492
+5% +$494K 1.24% 29
2023
Q2 		$9.76M Buy
106,494
+11,482
+12% +$1.06M 1.21% 28
2023
Q1 		$8.81M Buy
95,012
+2,612
+3% +$241K 1.19% 29
2022
Q4 		$8.36M Buy
92,400
+4,897
+6% +$441K 1.19% 28
2022
Q3 		$7.85M Buy
87,503
+2,890
+3% +$274K 1.21% 28
2022
Q2 		$8.06M Buy
84,613
+1,133
+1% +$110K 1.21% 27
2022
Q1 		$8.5M Buy
83,480
+4,831
+6% +$508K 1.17% 27
2021
Q4 		$8.61M Buy
78,649
+2,687
+4% +$295K 1.16% 26
2021
Q3 		$8.4M Buy
75,962
+2,009
+3% +$224K 1.23% 24
2021
Q2 		$8.24M Buy
73,953
+3,716
+5% +$410K 1.24% 23
2021
Q1 		$7.69M Buy
70,237
+63,349
+920% +$7.05M 1.23% 23
2020
Q4 		$779K Buy
+6,888
New +$773K 0.14% 112

Other funds holding BOND

HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return