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Mount Yale Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Mount Yale 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 		$18M Buy
194,918
+8,423
+5% +$786K 0.42% 50
2025
Q4 		$17.4M Buy
186,495
+17,319
+10% +$1.62M 0.84% 28
2025
Q3 		$15.8M Buy
+169,176
New +$15.6M 1.1% 17

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 $424B AUM 22.94% 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 $21.5B AUM 26.98% 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

Mount Yale Investment Advisors's BOND Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.5% in Q1 2026, buying an estimated $786K and bringing the position to 194,918 shares worth $18M. The position accounts for 0.42% of the portfolio, ranked #50.

Mount Yale Investment Advisors first reported a position in BOND in Q3 2025 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Mount Yale Investment Advisors held 194,918 shares of PIMCO Active Bond Exchange-Traded Fund worth $18M as of Q1 2026.
  • Mount Yale Investment Advisors bought 8,423 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $786K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.42% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #50 holding.
  • Mount Yale Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.