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

&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
2026 Q1	$5.36M	Buy	57,609 +34,017	+144%	+$3.17M	0.03%	501
2025 Q4	$2.2M	Buy	23,592 +16,169	+218%	+$1.51M	0.01%	814
2025 Q3	$693K	Sell	7,423 -154	-2%	-$14.2K	﹤0.01%	1269
2025 Q2	$698K	Sell	7,577 -54,930	-88%	-$5M	0.01%	1168
2025 Q1	$5.77M	Buy	62,507 +7,493	+14%	+$684K	0.06%	271
2024 Q4	$4.97M	Buy	55,014 +40,240	+272%	+$3.7M	0.06%	278
2024 Q3	$1.4M	Buy	14,774 +1,112	+8%	+$104K	0.03%	448
2024 Q2	$1.24M	Buy	+13,662	New	+$1.24M	0.05%	293

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

&Partners's BOND Position: Q1 2026 in Review

&Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 144% in Q1 2026, buying an estimated $3.17M and bringing the position to 57,609 shares worth $5.36M. The position accounts for 0.03% of the portfolio, ranked #501.

&Partners first reported a position in BOND in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.77M in Q1 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

&Partners held 57,609 shares of PIMCO Active Bond Exchange-Traded Fund worth $5.36M as of Q1 2026.
&Partners bought 34,017 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $3.17M.
PIMCO Active Bond Exchange-Traded Fund made up 0.03% of &Partners's portfolio in Q1 2026, its #501 holding.
&Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2024 and has held it in 8 quarters since.
&Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.77M in Q1 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.