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MASECO Private Wealth’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

MASECO Private Wealth’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
2025
Q4 		– Sell
-648
Closed -$60.5K – 545
2025
Q3 		$60.5K Hold
648
– – ﹤0.01% 79
2025
Q2 		$59.7K Buy
+648
New +$59K ﹤0.01% 162

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MASECO Private Wealth's BOND Position: Q4 2025 in Review

MASECO Private Wealth sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2025, closing a stake of 648 shares — an estimated $60.5K sold.

MASECO Private Wealth first reported a position in BOND in Q2 2025 and held it in 2 quarters. The position peaked at $60.5K in Q3 2025. 501 funds tracked by Wall St. Rank hold BOND as of Q4 2025.

  • MASECO Private Wealth reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • MASECO Private Wealth sold 648 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2025, an estimated $60.5K.
  • MASECO Private Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2025 and held it in 2 quarters.
  • MASECO Private Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $60.5K in Q3 2025.
  • 501 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2025.

Based on MASECO Private Wealth's 13F filing for Q4 2025, filed 22 Jan 2026.