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Principal Securities’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Principal Securities’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 		$1.38M Buy
14,946
+4,053
+37% +$378K 0.02% 624
2025
Q4 		$1.01M Buy
10,893
+354
+3% +$33.1K 0.02% 694
2025
Q3 		$984K Buy
10,539
+402
+4% +$37.1K 0.02% 669
2025
Q2 		$934K Buy
10,137
+1,149
+13% +$105K 0.02% 632
2025
Q1 		$813K Hold
8,988
– – 0.02% 616
2024
Q4 		$813K Buy
8,988
+234
+3% +$21.5K 0.02% 615
2024
Q3 		$828K Buy
8,754
+114
+1% +$10.6K 0.02% 593
2024
Q2 		$787K Buy
8,640
+2,409
+39% +$218K 0.02% 549
2024
Q1 		$572K Buy
6,231
+4,906
+370% +$449K 0.02% 613
2023
Q4 		$122K Buy
+1,325
New +$117K ﹤0.01% 1119

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

Principal Securities's BOND Position: Q1 2026 in Review

Principal Securities increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 37% in Q1 2026, buying an estimated $378K and bringing the position to 14,946 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #624.

Principal Securities first reported a position in BOND in Q4 2023 and has held it in 10 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Principal Securities held 14,946 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.38M as of Q1 2026.
  • Principal Securities bought 4,053 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $378K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Principal Securities's portfolio in Q1 2026, its #624 holding.
  • Principal Securities first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.