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Orion Portfolio Solutions’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Orion Portfolio Solutions’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
Q1 		$7.2M Sell
77,903
-105
-0.1% -$9.59K 0.07% 267
2024
Q4 		$7.05M Buy
78,008
+4,396
+6% +$405K 0.07% 259
2024
Q3 		$6.96M Buy
73,612
+696
+1% +$65K 0.07% 270
2024
Q2 		$6.64M Sell
72,916
-8,715
-11% -$788K 0.07% 255
2024
Q1 		$7.5M Sell
81,631
-87,054
-52% -$7.96M 0.08% 247
2023
Q4 		$15.5M Sell
168,685
-587,524
-78% -$52.1M 0.18% 118
2023
Q3 		$66.5M Sell
756,209
-702,194
-48% -$63.2M 0.8% 13
2023
Q2 		$134M Buy
1,458,403
+691,253
+90% +$63.7M 1.42% 7
2023
Q1 		$71.2M Buy
767,150
+732,360
+2,105% +$67.7M 0.88% 11
2022
Q4 		$3.15M Buy
34,790
+5,697
+20% +$513K 0.11% 127
2022
Q3 		$2.61M Buy
29,093
+10,827
+59% +$1.02M 0.1% 129
2022
Q2 		$1.74M Buy
18,266
+502
+3% +$48.8K 0.07% 174
2022
Q1 		$1.81M Sell
17,764
-14,013
-44% -$1.47M 0.06% 184
2021
Q4 		$3.48M Sell
31,777
-6,718
-17% -$738K 0.12% 115
2021
Q3 		$4.26M Sell
38,495
-2,821
-7% -$315K 0.16% 92
2021
Q2 		$4.58M Sell
41,316
-364
-0.9% -$40.2K 0.18% 79
2021
Q1 		$4.56M Buy
41,680
+5,006
+14% +$557K 0.2% 70
2020
Q4 		$4.15M Buy
36,674
+8,758
+31% +$983K 0.19% 82
2020
Q3 		$3.14M Buy
27,916
+7,978
+40% +$897K 0.16% 91
2020
Q2 		$2.23M Buy
19,938
+4,511
+29% +$494K 0.12% 101
2020
Q1 		$1.64M Sell
15,427
-15,482
-50% -$1.68M 0.11% 90
2019
Q4 		$3.33M Buy
+30,909
New +$3.35M 0.26% 65

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's BOND Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.13% in Q1 2025, selling an estimated $9.59K and leaving 77,903 shares worth $7.2M. The position accounts for 0.07% of the portfolio, ranked #267.

Orion Portfolio Solutions first reported a position in BOND in Q4 2019 and has held it in 22 quarters since. The position peaked at $134M in Q2 2023. 454 funds tracked by Wall St. Rank hold BOND as of Q1 2025.

  • Orion Portfolio Solutions held 77,903 shares of PIMCO Active Bond Exchange-Traded Fund worth $7.2M as of Q1 2025.
  • Orion Portfolio Solutions sold 105 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2025, an estimated $9.59K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.07% of Orion Portfolio Solutions's portfolio in Q1 2025, its #267 holding.
  • Orion Portfolio Solutions first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's PIMCO Active Bond Exchange-Traded Fund position peaked at $134M in Q2 2023.
  • 454 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.