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Measured Wealth Private Client Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Measured Wealth Private Client 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 		– Sell
-25
Closed -$2.33K – 730
2025
Q4 		$2.33K Buy
+25
New +$2.34K ﹤0.01% 639

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Measured Wealth Private Client Group's BOND Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2026, closing a stake of 25 shares — an estimated $2.33K sold.

Measured Wealth Private Client Group first reported a position in BOND in Q4 2025 and held it in 1 quarter. The position peaked at $2.33K in Q4 2025. 523 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 25 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $2.33K.
  • Measured Wealth Private Client Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and held it in 1 quarter.
  • Measured Wealth Private Client Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.33K in Q4 2025.
  • 523 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.