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Medallion Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Medallion 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 		$532K Buy
5,759
+2,722
+90% +$254K 0.17% 119
2025
Q4 		$283K Buy
3,037
+1,338
+79% +$125K 0.1% 200
2025
Q3 		$159K Buy
1,699
+19
+1% +$1.75K 0.06% 263
2025
Q2 		$154K Buy
1,680
+177
+12% +$16.1K 0.06% 265
2025
Q1 		$139K Sell
1,503
-398
-21% -$36.3K 0.06% 255
2024
Q4 		$172K Buy
+1,901
New +$175K 0.09% 204

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

Medallion Wealth Advisors's BOND Position: Q1 2026 in Review

Medallion Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 90% in Q1 2026, buying an estimated $254K and bringing the position to 5,759 shares worth $532K. The position accounts for 0.17% of the portfolio, ranked #119.

Medallion Wealth Advisors first reported a position in BOND in Q4 2024 and has held it in 6 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Medallion Wealth Advisors held 5,759 shares of PIMCO Active Bond Exchange-Traded Fund worth $532K as of Q1 2026.
  • Medallion Wealth Advisors bought 2,722 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $254K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.17% of Medallion Wealth Advisors's portfolio in Q1 2026, its #119 holding.
  • Medallion Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.