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Moloney Securities Asset Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Moloney Securities Asset Management’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
Q3 		$912K Sell
9,770
-776
-7% -$71.6K 0.11% 195
2025
Q2 		$972K Sell
10,546
-459
-4% -$41.8K 0.12% 188
2025
Q1 		$1.02M Buy
11,005
+343
+3% +$31.3K 0.14% 175
2024
Q4 		$964K Buy
10,662
+3,925
+58% +$361K 0.13% 182
2024
Q3 		$637K Buy
6,737
+629
+10% +$58.7K 0.09% 250
2024
Q2 		$556K Sell
6,108
-1,237
-17% -$112K 0.08% 252
2024
Q1 		$675K Buy
7,345
+4,074
+125% +$373K 0.1% 220
2023
Q4 		$302K Buy
+3,271
New +$290K 0.05% 334

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Moloney Securities Asset Management's BOND Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 7.4% in Q3 2025, selling an estimated $71.6K and leaving 9,770 shares worth $912K. The position accounts for 0.11% of the portfolio, ranked #195.

Moloney Securities Asset Management first reported a position in BOND in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.02M in Q1 2025. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

  • Moloney Securities Asset Management held 9,770 shares of PIMCO Active Bond Exchange-Traded Fund worth $912K as of Q3 2025.
  • Moloney Securities Asset Management sold 776 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2025, an estimated $71.6K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.11% of Moloney Securities Asset Management's portfolio in Q3 2025, its #195 holding.
  • Moloney Securities Asset Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 8 quarters since.
  • Moloney Securities Asset Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.02M in Q1 2025.
  • 455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.