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

NewEdge 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 		$123M Buy
1,336,231
+280,940
+27% +$26.2M 0.45% 43
2025
Q4 		$98.2M Buy
1,055,291
+72,230
+7% +$6.76M 0.36% 54
2025
Q3 		$91.8M Buy
983,061
+96,712
+11% +$8.92M 0.42% 40
2025
Q2 		$81.7M Buy
886,349
+55,560
+7% +$5.05M 0.42% 40
2025
Q1 		$76.8M Buy
830,789
+221,707
+36% +$20.2M 0.46% 36
2024
Q4 		$55.1M Buy
609,082
+146,885
+32% +$13.5M 0.33% 56
2024
Q3 		$43.7M Buy
462,197
+15,141
+3% +$1.41M 0.28% 75
2024
Q2 		$40.7M Buy
447,056
+200,971
+82% +$18.2M 0.3% 65
2024
Q1 		$22.6M Buy
246,085
+79,863
+48% +$7.31M 0.2% 111
2023
Q4 		$15.4M Buy
166,222
+151,310
+1,015% +$13.4M 0.15% 151
2023
Q3 		$1.31M Sell
14,912
-16,369
-52% -$1.47M 0.01% 747
2023
Q2 		$2.87M Sell
31,281
-2,170
-6% -$200K 0.03% 469
2023
Q1 		$3.1M Sell
33,451
-32,347
-49% -$2.99M 0.04% 406
2022
Q4 		$5.61M Buy
65,798
+19,507
+42% +$1.75M 0.15% 140
2022
Q3 		$4.15M Buy
46,291
+7,719
+20% +$731K 0.07% 268
2022
Q2 		$3.67M Buy
+38,572
New +$3.75M 0.06% 296
2022
Q1 		– Sell
-9,262
Closed -$1.01M – 1208
2021
Q4 		$1.01M Buy
9,262
+1,026
+12% +$113K 0.02% 724
2021
Q3 		$911K Buy
8,236
+393
+5% +$43.8K 0.02% 547
2021
Q2 		$870K Sell
7,843
-16,920
-68% -$1.87M 0.02% 540
2021
Q1 		$2.71M Buy
24,763
+7,944
+47% +$884K 0.08% 236
2020
Q4 		$1.9M Sell
16,819
-720
-4% -$80.8K 0.06% 269
2020
Q3 		$1.97M Buy
17,539
+3,496
+25% +$393K 0.07% 246
2020
Q2 		$1.57M Sell
14,043
-374
-3% -$41K 0.06% 260
2020
Q1 		$1.53M Sell
14,417
-2,421
-14% -$263K 0.07% 241
2019
Q4 		$1.81M Buy
16,838
+1,114
+7% +$121K 0.07% 265
2019
Q3 		$1.71M Buy
15,724
+1,611
+11% +$174K 0.08% 247
2019
Q2 		$1.52M Buy
+14,113
New +$1.49M 0.09% 214

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

NewEdge Advisors's BOND Position: Q1 2026 in Review

NewEdge Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 27% in Q1 2026, buying an estimated $26.2M and bringing the position to 1,336,231 shares worth $123M. The position accounts for 0.45% of the portfolio, ranked #43.

NewEdge Advisors first reported a position in BOND in Q2 2019 and has held it in 27 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • NewEdge Advisors held 1,336,231 shares of PIMCO Active Bond Exchange-Traded Fund worth $123M as of Q1 2026.
  • NewEdge Advisors bought 280,940 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $26.2M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.45% of NewEdge Advisors's portfolio in Q1 2026, its #43 holding.
  • NewEdge Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2019 and has held it in 27 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.