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Moneta Group Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Moneta Group Investment 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 		$7.54M Buy
81,707
+3,997
+5% +$373K 0.06% 127
2025
Q4 		$7.23M Sell
77,710
-1,195
-2% -$112K 0.05% 129
2025
Q3 		$7.37M Buy
78,905
+2,597
+3% +$240K 0.06% 128
2025
Q2 		$7.03M Sell
76,308
-910
-1% -$82.8K 0.08% 116
2025
Q1 		$7.14M Buy
77,218
+9,549
+14% +$872K 0.1% 110
2024
Q4 		$6.12M Buy
67,669
+5,352
+9% +$493K 0.09% 116
2024
Q3 		$5.9M Buy
62,317
+9,289
+18% +$867K 0.09% 116
2024
Q2 		$4.83M Buy
53,028
+2,290
+5% +$207K 0.08% 124
2024
Q1 		$4.66M Buy
50,738
+5,057
+11% +$463K 0.08% 129
2023
Q4 		$4.22M Buy
45,681
+51
+0.1% +$4.52K 0.08% 123
2023
Q3 		$4.01M Buy
45,630
+416
+0.9% +$37.4K 0.09% 115
2023
Q2 		$4.14M Buy
45,214
+430
+1% +$39.6K 0.09% 117
2023
Q1 		$4.15M Buy
44,784
+1,490
+3% +$138K 0.1% 110
2022
Q4 		$4.07M Buy
43,294
+36,462
+534% +$3.28M 0.11% 109
2022
Q3 		$613K Sell
6,832
-97
-1% -$9.18K 0.02% 248
2022
Q2 		$660K Sell
6,929
-20,404
-75% -$1.98M 0.02% 260
2022
Q1 		$2.78M Buy
27,333
+4,090
+18% +$430K 0.11% 115
2021
Q4 		$2.54M Buy
23,243
+16,784
+260% +$1.84M 0.1% 124
2021
Q3 		$714K Sell
6,459
-1,760
-21% -$196K 0.03% 231
2021
Q2 		$912K Buy
8,219
+2,016
+33% +$222K 0.04% 205
2021
Q1 		$679K Buy
+6,203
New +$691K 0.04% 216
2020
Q1 		– Sell
-1,252
Closed -$135K – 238
2019
Q4 		$135K Sell
1,252
-493
-28% -$53.4K 0.01% 252
2019
Q3 		$190K Buy
+1,745
New +$189K 0.02% 242

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

Moneta Group Investment Advisors's BOND Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.1% in Q1 2026, buying an estimated $373K and bringing the position to 81,707 shares worth $7.54M. The position accounts for 0.06% of the portfolio, ranked #127.

Moneta Group Investment Advisors first reported a position in BOND in Q3 2019 and has held it in 23 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Moneta Group Investment Advisors held 81,707 shares of PIMCO Active Bond Exchange-Traded Fund worth $7.54M as of Q1 2026.
  • Moneta Group Investment Advisors bought 3,997 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $373K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.06% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #127 holding.
  • Moneta Group Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2019 and has held it in 23 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.