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MorganRosel Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

MorganRosel Wealth 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
2026
Q1 		$7.06M Sell
76,486
-39,815
-34% -$3.71M 2.78% 5
2025
Q4 		$10.8M Buy
116,301
+7,496
+7% +$701K 2.71% 4
2025
Q3 		$10.2M Buy
108,805
+8,133
+8% +$750K 2.63% 4
2025
Q2 		$9.28M Buy
100,672
+2,769
+3% +$252K 2.53% 7
2025
Q1 		$9.05M Buy
97,903
+25,429
+35% +$2.32M 2.75% 5
2024
Q4 		$6.55M Buy
72,474
+4,486
+7% +$413K 2.15% 13
2024
Q3 		$6.43M Buy
67,988
+2,519
+4% +$235K 2.12% 16
2024
Q2 		$5.96M Buy
65,469
+750
+1% +$67.8K 2.11% 15
2024
Q1 		$5.95M Sell
64,719
-42
-0.1% -$3.84K 2.12% 15
2023
Q4 		$5.99M Buy
64,761
+20,452
+46% +$1.81M 2.32% 12
2023
Q3 		$3.89M Sell
44,309
-73
-0.2% -$6.57K 1.63% 17
2023
Q2 		$4.07M Sell
44,382
-39
-0.1% -$3.6K 1.66% 16
2023
Q1 		$4.12M Buy
44,421
+737
+2% +$68.1K 1.76% 16
2022
Q4 		$3.95M Buy
43,684
+36,383
+498% +$3.27M 1.82% 14
2022
Q3 		$655K Buy
7,301
+1,855
+34% +$176K 0.33% 56
2022
Q2 		$519K Sell
5,446
-273
-5% -$26.5K 0.28% 67
2022
Q1 		$582K Buy
5,719
+713
+14% +$75K 0.28% 62
2021
Q4 		$548K Buy
5,006
+92
+2% +$10.1K 0.27% 59
2021
Q3 		$543K Buy
4,914
+523
+12% +$58.3K 0.3% 61
2021
Q2 		$487K Buy
4,391
+1,639
+60% +$181K 0.27% 61
2021
Q1 		$301K Buy
+2,752
New +$306K 0.19% 68

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

MorganRosel Wealth Management's BOND Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 34% in Q1 2026, selling an estimated $3.71M and leaving 76,486 shares worth $7.06M. The position accounts for 2.78% of the portfolio, ranked #5.

MorganRosel Wealth Management first reported a position in BOND in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.8M in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • MorganRosel Wealth Management held 76,486 shares of PIMCO Active Bond Exchange-Traded Fund worth $7.06M as of Q1 2026.
  • MorganRosel Wealth Management sold 39,815 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $3.71M.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.78% of MorganRosel Wealth Management's portfolio in Q1 2026, its #5 holding.
  • MorganRosel Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and has held it in 21 quarters since.
  • MorganRosel Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $10.8M in Q4 2025.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.