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P.J. Schmidt Investment Management (PJS)’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
Q2 		– Sell
-2,590
Closed -$239K – 190
2025
Q1 		$239K Hold
2,590
– – 0.04% 167
2024
Q4 		$234K Hold
2,590
– – 0.04% 167
2024
Q3 		$245K Hold
2,590
– – 0.04% 173
2024
Q2 		$236K Buy
+2,590
New +$234K 0.04% 165
2022
Q4 		– Sell
-2,939
Closed -$256K – 173
2022
Q3 		$256K Sell
2,939
-3,962
-57% -$375K 0.06% 155
2022
Q2 		$656K Sell
6,901
-4,649
-40% -$452K 0.14% 95
2022
Q1 		$1.13M Sell
11,550
-2,902
-20% -$305K 0.25% 71
2021
Q4 		$1.55M Buy
14,452
+762
+6% +$83.7K 0.31% 60
2021
Q3 		$1.5M Buy
13,690
+86
+0.6% +$9.59K 0.3% 61
2021
Q2 		$1.52M Sell
13,604
-187
-1% -$20.6K 0.3% 63
2021
Q1 		$1.52M Buy
13,791
+5,360
+64% +$597K 0.32% 63
2020
Q4 		$949K Buy
8,431
+1,039
+14% +$117K 0.21% 83
2020
Q3 		$828K Buy
+7,392
New +$831K 0.2% 80

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

P.J. Schmidt Investment Management (PJS)'s BOND Position: Q2 2025 in Review

P.J. Schmidt Investment Management (PJS) sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2025, closing a stake of 2,590 shares — an estimated $239K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in BOND in Q3 2020 and held it in 13 quarters. The position peaked at $1.55M in Q4 2021. 467 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

  • P.J. Schmidt Investment Management (PJS) reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 2,590 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2025, an estimated $239K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and held it in 13 quarters.
  • P.J. Schmidt Investment Management (PJS)'s PIMCO Active Bond Exchange-Traded Fund position peaked at $1.55M in Q4 2021.
  • 467 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2025, filed 1 Aug 2025.