Marshall & Sterling Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Marshall & Sterling Wealth 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	–	Sell	-36	Closed	-$3.37K	–	349
2025 Q4	$3.37K	Hold	36	–	–	﹤0.01%	277
2025 Q3	$3.33K	Hold	36	–	–	﹤0.01%	538
2025 Q2	$3.25K	Buy	36 +1	+3%	+$91	﹤0.01%	516
2025 Q1	$3.22K	Hold	35	–	–	﹤0.01%	514
2024 Q4	$3.11K	Buy	+35	New	+$3.22K	﹤0.01%	285

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

Marshall & Sterling Wealth Advisors's BOND Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2026, closing a stake of 36 shares — an estimated $3.37K sold.

Marshall & Sterling Wealth Advisors first reported a position in BOND in Q4 2024 and held it in 5 quarters. The position peaked at $3.37K in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Marshall & Sterling Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 36 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $3.37K.
Marshall & Sterling Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and held it in 5 quarters.
Marshall & Sterling Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.37K in Q4 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.