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ORG Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

ORG Partners’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
2025
Q4 		$673K Sell
7,216
-34
-0.5% -$3.18K 0.12% 162
2025
Q3 		$678K Buy
7,250
+83
+1% +$7.66K 0.12% 160
2025
Q2 		$660K Buy
7,167
+668
+10% +$60.8K 0.14% 136
2025
Q1 		$601K Sell
6,499
-230
-3% -$21K 0.15% 127
2024
Q4 		$609K Buy
6,729
+236
+4% +$21.7K 0.08% 157
2024
Q3 		$615K Buy
6,493
+241
+4% +$22.5K 0.1% 145
2024
Q2 		$564K Buy
+6,252
New +$566K 0.07% 228
2024
Q1 		– Sell
-1,414
Closed -$131K – 602
2023
Q4 		$131K Buy
1,414
+475
+51% +$42.1K 0.02% 358
2023
Q3 		$82.6K Sell
939
-8,956
-91% -$806K 0.02% 442
2023
Q2 		$906K Buy
+9,895
New +$912K 0.15% 133

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ORG Partners's BOND Position: Q4 2025 in Review

ORG Partners reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.47% in Q4 2025, selling an estimated $3.18K and leaving 7,216 shares worth $673K. The position accounts for 0.12% of the portfolio, ranked #162.

ORG Partners first reported a position in BOND in Q2 2023 and has held it in 10 quarters since. The position peaked at $906K in Q2 2023. 501 funds tracked by Wall St. Rank hold BOND as of Q4 2025.

  • ORG Partners held 7,216 shares of PIMCO Active Bond Exchange-Traded Fund worth $673K as of Q4 2025.
  • ORG Partners sold 34 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2025, an estimated $3.18K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.12% of ORG Partners's portfolio in Q4 2025, its #162 holding.
  • ORG Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $906K in Q2 2023.
  • 501 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.