PKS Advisory Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

PKS Advisory Services’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	$1.12M	Sell	12,155 -533	-4%	-$49.7K	0.26%	81
2025 Q4	$1.18M	Buy	12,688 +732	+6%	+$68.5K	0.27%	73
2025 Q3	$1.12M	Buy	11,956 +2,052	+21%	+$189K	0.23%	79
2025 Q2	$913K	Sell	9,904 -17	-0.2%	-$1.55K	0.23%	93
2025 Q1	$917K	Sell	9,921 -81	-0.8%	-$7.4K	0.25%	82
2024 Q4	$904K	Buy	+10,002	New	+$921K	0.23%	77

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

PKS Advisory Services's BOND Position: Q1 2026 in Review

PKS Advisory Services reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.2% in Q1 2026, selling an estimated $49.7K and leaving 12,155 shares worth $1.12M. The position accounts for 0.26% of the portfolio, ranked #81.

PKS Advisory Services first reported a position in BOND in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

PKS Advisory Services held 12,155 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.12M as of Q1 2026.
PKS Advisory Services sold 533 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $49.7K.
PIMCO Active Bond Exchange-Traded Fund made up 0.26% of PKS Advisory Services's portfolio in Q1 2026, its #81 holding.
PKS Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.18M in Q4 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.