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

Patten & Patten’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 		$7.14M Buy
77,325
+2,400
+3% +$224K 0.43% 64
2025
Q4 		$6.97M Buy
74,925
+9,600
+15% +$898K 0.41% 66
2025
Q3 		$6.1M Buy
65,325
+20,375
+45% +$1.88M 0.36% 69
2025
Q2 		$4.14M Buy
44,950
+31,775
+241% +$2.89M 0.27% 80
2025
Q1 		$1.22M Buy
+13,175
New +$1.2M 0.08% 153

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

Patten & Patten's BOND Position: Q1 2026 in Review

Patten & Patten increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.2% in Q1 2026, buying an estimated $224K and bringing the position to 77,325 shares worth $7.14M. The position accounts for 0.43% of the portfolio, ranked #64.

Patten & Patten first reported a position in BOND in Q1 2025 and has held it in 5 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Patten & Patten held 77,325 shares of PIMCO Active Bond Exchange-Traded Fund worth $7.14M as of Q1 2026.
  • Patten & Patten bought 2,400 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $224K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.43% of Patten & Patten's portfolio in Q1 2026, its #64 holding.
  • Patten & Patten first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.