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Mutual Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Mutual 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 		$4.01M Buy
+43,452
New +$4.05M 0.09% 226
2025
Q2 		– Sell
-173,534
Closed -$15.9M – 1176
2025
Q1 		$15.9M Buy
+173,534
New +$15.8M 0.45% 30
2024
Q2 		– Sell
-6,205
Closed -$570K – 1087
2024
Q1 		$570K Buy
+6,205
New +$568K 0.02% 654
2021
Q4 		– Sell
-28,257
Closed -$3.12M – 888
2021
Q3 		$3.12M Sell
28,257
-14,281
-34% -$1.59M 0.18% 133
2021
Q2 		$4.72M Buy
42,538
+1,187
+3% +$131K 0.28% 83
2021
Q1 		$4.53M Sell
41,351
-3,832
-8% -$427K 0.31% 75
2020
Q4 		$5.11M Sell
45,183
-1,283
-3% -$144K 0.38% 53
2020
Q3 		$5.22M Sell
46,466
-3,553
-7% -$399K 0.45% 44
2020
Q2 		$5.58M Sell
50,019
-45,810
-48% -$5.02M 0.55% 29
2020
Q1 		$10.2M Buy
+95,829
New +$10.4M 1.38% 9
2019
Q3 		– Sell
-1,999
Closed -$215K – 547
2019
Q2 		$215K Buy
1,999
+25
+1% +$2.65K 0.03% 513
2019
Q1 		$208K Hold
1,974
– – 0.03% 442
2018
Q4 		$203K Sell
1,974
-1,728
-47% -$176K 0.04% 400
2018
Q3 		$379K Buy
3,702
+501
+16% +$51.5K 0.06% 318
2018
Q2 		$330K Buy
3,201
+20
+0.6% +$2.06K 0.08% 311
2018
Q1 		$332K Buy
3,181
+1,016
+47% +$106K 0.08% 289
2017
Q4 		$230K Buy
+2,165
New +$230K 0.09% 250

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

Mutual Advisors's BOND Position: Q1 2026 in Review

Mutual Advisors opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2026: 43,452 shares worth $4.01M. The stake represents 0.09% of the portfolio and ranks #226 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in BOND as recently as Q1 2025.

Mutual Advisors first reported a position in BOND in Q4 2017 and has held it in 17 quarters since. The position peaked at $15.9M in Q1 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Mutual Advisors held 43,452 shares of PIMCO Active Bond Exchange-Traded Fund worth $4.01M as of Q1 2026.
  • PIMCO Active Bond Exchange-Traded Fund was a new Mutual Advisors position in Q1 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.09% of Mutual Advisors's portfolio in Q1 2026, its #226 holding.
  • Mutual Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and has held it in 17 quarters since.
  • Mutual Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $15.9M in Q1 2025.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.