SageView Advisory Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

SageView Advisory 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	–	Sell	-358	Closed	-$33.3K	–	830
2025 Q4	$33.3K	Buy	+358	New	+$33.5K	﹤0.01%	1249
2024 Q2	–	Sell	-21,994	Closed	-$2.02M	–	570
2024 Q1	$2.02M	Buy	+21,994	New	+$2.01M	0.1%	110
2023 Q1	–	Sell	-2,988	Closed	-$270K	–	460
2022 Q4	$270K	Buy	+2,988	New	+$269K	0.02%	346

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SageView Advisory Group's BOND Position: Q1 2026 in Review

SageView Advisory Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2026, closing a stake of 358 shares — an estimated $33.3K sold.

SageView Advisory Group first reported a position in BOND in Q4 2022 and held it in 3 quarters. The position peaked at $2.02M in Q1 2024. 526 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

SageView Advisory Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 358 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $33.3K.
SageView Advisory Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and held it in 3 quarters.
SageView Advisory Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.02M in Q1 2024.
526 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.