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Perigon Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Perigon Wealth Management’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 		$1.09M Buy
11,863
+7,711
+186% +$719K 0.02% 506
2025
Q4 		$386K Buy
4,152
+492
+13% +$46K 0.01% 911
2025
Q3 		$342K Buy
3,660
+1,261
+53% +$116K 0.01% 896
2025
Q2 		$221K Buy
+2,399
New +$218K 0.01% 964
2022
Q1 		– Sell
-2,185
Closed -$239K – 609
2021
Q4 		$239K Hold
2,185
– – 0.02% 511
2021
Q3 		$242K Hold
2,185
– – 0.02% 465
2021
Q2 		$242K Hold
2,185
– – 0.02% 455
2021
Q1 		$239K Sell
2,185
-965
-31% -$107K 0.02% 430
2020
Q4 		$356K Hold
3,150
– – 0.04% 306
2020
Q3 		$354K Sell
3,150
-24
-0.8% -$2.7K 0.05% 275
2020
Q2 		$354K Sell
3,174
-40
-1% -$4.38K 0.06% 240
2020
Q1 		$349K Sell
3,214
-996
-24% -$108K 0.07% 213
2019
Q4 		$456K Hold
4,210
– – 0.09% 152
2019
Q3 		$456K Sell
4,210
-500
-11% -$54.1K 0.11% 131
2019
Q2 		$506K Hold
4,710
– – 0.12% 127
2019
Q1 		$496K Buy
+4,710
New +$489K 0.12% 127
2018
Q2 		– Sell
-1,391
Closed -$145K – 283
2018
Q1 		$145K Hold
1,391
– – 0.05% 191
2017
Q4 		$148K Hold
1,391
– – 0.06% 167
2017
Q3 		$149K Hold
1,391
– – 0.05% 218
2017
Q2 		$148K Sell
1,391
-447
-24% -$47.4K 0.03% 265
2017
Q1 		$194K Hold
1,838
– – 0.04% 256
2016
Q4 		$192K Sell
1,838
-194
-10% -$20.4K 0.04% 250
2016
Q3 		$219K Buy
2,032
+1,181
+139% +$127K 0.06% 199
2016
Q2 		$91K Sell
851
-316
-27% -$33.5K 0.02% 236
2016
Q1 		$125K Buy
+1,167
New +$122K 0.04% 159
2015
Q2 		– Sell
-2,362
Closed -$260K – 212
2015
Q1 		$260K Buy
2,362
+20
+0.9% +$2.19K 0.07% 193
2014
Q4 		$251K Buy
2,342
+468
+25% +$51K 0.08% 186
2014
Q3 		$203K Buy
+1,874
New +$204K 0.06% 198

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

Perigon Wealth Management's BOND Position: Q1 2026 in Review

Perigon Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 186% in Q1 2026, buying an estimated $719K and bringing the position to 11,863 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #506.

Perigon Wealth Management first reported a position in BOND in Q3 2014 and has held it in 28 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Perigon Wealth Management held 11,863 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.09M as of Q1 2026.
  • Perigon Wealth Management bought 7,711 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $719K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #506 holding.
  • Perigon Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2014 and has held it in 28 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.