Money Concepts Capital’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Money Concepts Capital’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	$3.27M	Buy	35,489 +2,827	+9%	+$264K	0.18%	126
2025 Q4	$3.04M	Buy	+32,662	New	+$3.06M	0.17%	127
2023 Q1	–	Sell	-610	Closed	-$55.2K	–	767
2022 Q4	$55.2K	Buy	+610	New	+$54.9K	﹤0.01%	1206
2022 Q2	–	Sell	-1,010	Closed	-$103K	–	1584
2022 Q1	$103K	Buy	1,010 +910	+910%	+$95.8K	0.01%	976
2021 Q4	$11K	Buy	+100	New	+$11K	﹤0.01%	675
2021 Q1	$11K	Hold	100	–	–	﹤0.01%	645
2020 Q4	$11K	Buy	+100	New	+$11.2K	﹤0.01%	596

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Money Concepts Capital's BOND Position: Q1 2026 in Review

Money Concepts Capital increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 8.7% in Q1 2026, buying an estimated $264K and bringing the position to 35,489 shares worth $3.27M. The position accounts for 0.18% of the portfolio, ranked #126.

Money Concepts Capital first reported a position in BOND in Q4 2020 and has held it in 7 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Money Concepts Capital held 35,489 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.27M as of Q1 2026.
Money Concepts Capital bought 2,827 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $264K.
PIMCO Active Bond Exchange-Traded Fund made up 0.18% of Money Concepts Capital's portfolio in Q1 2026, its #126 holding.
Money Concepts Capital first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 7 quarters since.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.