Sanctuary Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Sanctuary Advisors’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	$9.3M	Buy	100,807 +9,428	+10%	+$880K	0.05%	385
2025 Q4	$8.51M	Buy	91,379 +52,240	+133%	+$4.89M	0.05%	399
2025 Q3	$3.65M	Sell	39,139 -24,968	-39%	-$2.3M	0.02%	632
2025 Q2	$5.91M	Buy	64,107 +32,245	+101%	+$2.93M	0.04%	458
2025 Q1	$2.95M	Sell	31,862 -339,218	-91%	-$31M	0.02%	632
2024 Q4	$33.8M	Buy	371,080 +23,180	+7%	+$2.13M	0.21%	98
2024 Q3	$31.8M	Buy	347,900 +327,984	+1,647%	+$30.6M	0.2%	102
2024 Q2	$1.77M	Buy	+19,916	New	+$1.8M	0.01%	877

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

Sanctuary Advisors's BOND Position: Q1 2026 in Review

Sanctuary Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 10% in Q1 2026, buying an estimated $880K and bringing the position to 100,807 shares worth $9.3M. The position accounts for 0.05% of the portfolio, ranked #385.

Sanctuary Advisors first reported a position in BOND in Q2 2024 and has held it in 8 quarters since. The position peaked at $33.8M in Q4 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Sanctuary Advisors held 100,807 shares of PIMCO Active Bond Exchange-Traded Fund worth $9.3M as of Q1 2026.
Sanctuary Advisors bought 9,428 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $880K.
PIMCO Active Bond Exchange-Traded Fund made up 0.05% of Sanctuary Advisors's portfolio in Q1 2026, its #385 holding.
Sanctuary Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $33.8M in Q4 2024.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.