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

Larson Financial Group’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 		$136K Sell
1,471
-30
-2% -$2.8K ﹤0.01% 861
2025
Q4 		$140K Sell
1,501
-111
-7% -$10.4K ﹤0.01% 812
2025
Q3 		$150K Buy
1,612
+7
+0.4% +$646 0.01% 771
2025
Q2 		$148K Buy
1,605
+7
+0.4% +$637 0.01% 729
2025
Q1 		$148K Buy
1,598
+6
+0.4% +$548 0.01% 685
2024
Q4 		$144K Sell
1,592
-202
-11% -$18.6K 0.01% 649
2024
Q3 		$170K Buy
1,794
+215
+14% +$20.1K 0.01% 613
2024
Q2 		$144K Buy
1,579
+509
+48% +$46K 0.01% 557
2024
Q1 		$98.3K Hold
1,070
– – 0.01% 546
2023
Q4 		$98.9K Sell
1,070
-300
-22% -$26.6K 0.01% 486
2023
Q3 		$120K Hold
1,370
– – 0.01% 418
2023
Q2 		$126K Hold
1,370
– – 0.01% 395
2023
Q1 		$127K Hold
1,370
– – 0.01% 393
2022
Q4 		$124K Hold
1,370
– – 0.01% 378
2022
Q3 		$123K Buy
+1,370
New +$130K 0.02% 336
2020
Q4 		– Sell
-101
Closed -$11K – 759
2020
Q3 		$11K Buy
101
+3
+3% +$337 ﹤0.01% 419
2020
Q2 		$11K Buy
98
+5
+5% +$548 0.01% 372
2020
Q1 		$10K Buy
93
+8
+9% +$869 0.01% 288
2019
Q4 		$9K Buy
+85
New +$9.2K 0.01% 306

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

Larson Financial Group's BOND Position: Q1 2026 in Review

Larson Financial Group reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2% in Q1 2026, selling an estimated $2.8K and leaving 1,471 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Larson Financial Group first reported a position in BOND in Q4 2019 and has held it in 19 quarters since. The position peaked at $170K in Q3 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Larson Financial Group held 1,471 shares of PIMCO Active Bond Exchange-Traded Fund worth $136K as of Q1 2026.
  • Larson Financial Group sold 30 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $2.8K.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #861 holding.
  • Larson Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 19 quarters since.
  • Larson Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $170K in Q3 2024.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.