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Pinnacle Associates’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Pinnacle Associates’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 		$798K Sell
8,643
-596
-6% -$55.6K 0.01% 562
2025
Q4 		$860K Hold
9,239
– – 0.01% 549
2025
Q3 		$862K Buy
9,239
+438
+5% +$40.4K 0.01% 539
2025
Q2 		$811K Sell
8,801
-1,186
-12% -$108K 0.01% 546
2025
Q1 		$924K Buy
9,987
+2,742
+38% +$250K 0.01% 502
2024
Q4 		$655K Buy
7,245
+1,309
+22% +$120K 0.01% 552
2024
Q3 		$549K Sell
5,936
-5
-0.1% -$467 0.01% 551
2024
Q2 		$541K Sell
5,941
-78
-1% -$7.05K 0.01% 571
2024
Q1 		$553K Buy
6,019
+83
+1% +$7.59K 0.01% 567
2023
Q4 		$549K Sell
5,936
-279
-4% -$24.7K 0.01% 560
2023
Q3 		$546K Sell
6,215
-37
-0.6% -$3.33K 0.01% 552
2023
Q2 		$573K Sell
6,252
-33
-0.5% -$3.04K 0.01% 560
2023
Q1 		$583K Sell
6,285
-200
-3% -$18.5K 0.01% 491
2022
Q4 		$587K Sell
6,485
-3,973
-38% -$357K 0.01% 481
2022
Q3 		$938K Buy
10,458
+16
+0.2% +$1.51K 0.02% 405
2022
Q2 		$995K Sell
10,442
-2,538
-20% -$247K 0.02% 405
2022
Q1 		$1.32M Sell
12,980
-5,809
-31% -$611K 0.02% 409
2021
Q4 		$2.06M Buy
18,789
+1,100
+6% +$121K 0.04% 343
2021
Q3 		$1.96M Sell
17,689
-332
-2% -$37K 0.04% 344
2021
Q2 		$2M Sell
18,021
-498
-3% -$54.9K 0.04% 336
2021
Q1 		$2.03M Buy
18,519
+180
+1% +$20K 0.04% 320
2020
Q4 		$2.07M Sell
18,339
-1,729
-9% -$194K 0.04% 293
2020
Q3 		$2.26M Buy
20,068
+2,091
+12% +$235K 0.05% 265
2020
Q2 		$2.01M Buy
17,977
+411
+2% +$45K 0.05% 272
2020
Q1 		$1.86M Buy
17,566
+1,887
+12% +$205K 0.06% 258
2019
Q4 		$1.69M Buy
15,679
+82
+0.5% +$8.88K 0.04% 326
2019
Q3 		$1.7M Buy
15,597
+506
+3% +$54.8K 0.04% 325
2019
Q2 		$1.62M Buy
15,091
+815
+6% +$86.3K 0.04% 333
2019
Q1 		$1.51M Sell
14,276
-67,793
-83% -$7.04M 0.03% 347
2018
Q4 		$8.43M Sell
82,069
-11,666
-12% -$1.19M 0.22% 129
2018
Q3 		$9.6M Buy
93,735
+6,999
+8% +$720K 0.2% 138
2018
Q2 		$8.94M Buy
86,736
+7,092
+9% +$730K 0.18% 150
2018
Q1 		$8.3M Buy
79,644
+14,744
+23% +$1.54M 0.16% 158
2017
Q4 		$6.88M Sell
64,900
-606
-0.9% -$64.4K 0.13% 177
2017
Q3 		$6.99M Buy
65,506
+2,201
+3% +$235K 0.13% 175
2017
Q2 		$6.71M Buy
63,305
+572
+0.9% +$60.6K 0.13% 172
2017
Q1 		$6.61M Buy
62,733
+143
+0.2% +$15K 0.13% 172
2016
Q4 		$6.52M Sell
62,590
-5,189
-8% -$546K 0.13% 171
2016
Q3 		$7.32M Buy
67,779
+2,501
+4% +$269K 0.15% 157
2016
Q2 		$7.01M Buy
65,278
+965
+2% +$102K 0.15% 154
2016
Q1 		$6.78M Sell
64,313
-5,171
-7% -$540K 0.15% 158
2015
Q4 		$7.24M Sell
69,484
-6,553
-9% -$693K 0.15% 146
2015
Q3 		$8.02M Sell
76,037
-488
-0.6% -$52.1K 0.18% 132
2015
Q2 		$8.19M Buy
76,525
+9,477
+14% +$1.03M 0.15% 143
2015
Q1 		$7.38M Buy
67,048
+9,810
+17% +$1.07M 0.14% 160
2014
Q4 		$6.14M Sell
57,238
-2,050
-3% -$223K 0.12% 170
2014
Q3 		$6.44M Buy
59,288
+4,397
+8% +$479K 0.13% 162
2014
Q2 		$5.98M Buy
54,891
+2,370
+5% +$256K 0.12% 170
2014
Q1 		$5.6M Buy
52,521
+3,445
+7% +$366K 0.11% 170
2013
Q4 		$5.14M Sell
49,076
-6,069
-11% -$643K 0.1% 188
2013
Q3 		$5.84M Sell
55,145
-35
-0.1% -$3.68K 0.12% 165
2013
Q2 		$5.82M Buy
+55,180
New +$6.02M 0.13% 162

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

Pinnacle Associates's BOND Position: Q1 2026 in Review

Pinnacle Associates reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 6.5% in Q1 2026, selling an estimated $55.6K and leaving 8,643 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #562.

Pinnacle Associates first reported a position in BOND in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.6M in Q3 2018. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Pinnacle Associates held 8,643 shares of PIMCO Active Bond Exchange-Traded Fund worth $798K as of Q1 2026.
  • Pinnacle Associates sold 596 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $55.6K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #562 holding.
  • Pinnacle Associates first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and has held it in 52 quarters since.
  • Pinnacle Associates's PIMCO Active Bond Exchange-Traded Fund position peaked at $9.6M in Q3 2018.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.