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

Pinnacle Financial Group’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	$3.72M	Buy	40,275 +2,698	+7%	+$252K	1.02%	28
2025 Q4	$3.5M	Buy	37,577 +5,447	+17%	+$510K	1.02%	28
2025 Q3	$3M	Buy	32,130 +13,230	+70%	+$1.22M	0.91%	30
2025 Q2	$1.74M	Buy	18,900 +319	+2%	+$29K	0.58%	36
2025 Q1	$1.72M	Buy	18,581 +11,977	+181%	+$1.09M	0.62%	34
2024 Q4	$597K	Buy	6,604 +2,347	+55%	+$216K	0.23%	44
2024 Q3	$403K	Buy	+4,257	New	+$397K	0.16%	59

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

Pinnacle Financial Group's BOND Position: Q1 2026 in Review

Pinnacle Financial Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 7.2% in Q1 2026, buying an estimated $252K and bringing the position to 40,275 shares worth $3.72M. The position accounts for 1.02% of the portfolio, ranked #28.

Pinnacle Financial Group first reported a position in BOND in Q3 2024 and has held it in 7 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Pinnacle Financial Group held 40,275 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.72M as of Q1 2026.
Pinnacle Financial Group bought 2,698 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $252K.
PIMCO Active Bond Exchange-Traded Fund made up 1.02% of Pinnacle Financial Group's portfolio in Q1 2026, its #28 holding.
Pinnacle Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 7 quarters since.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.