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Sheridan Capital Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Sheridan Capital Management’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 		$12.6M Buy
136,024
+11,673
+9% +$1.09M 6.62% 5
2025
Q4 		$11.6M Buy
124,351
+3,743
+3% +$350K 5.87% 5
2025
Q3 		$11.3M Sell
120,608
-5,968
-5% -$551K 5.95% 5
2025
Q2 		$11.7M Sell
126,576
-802
-0.6% -$73K 8.05% 4
2025
Q1 		$11.8M Sell
127,378
-201
-0.2% -$18.4K 8.58% 4
2024
Q4 		$11.5M Sell
127,579
-2,112
-2% -$194K 8.1% 4
2024
Q3 		$12.3M Buy
129,691
+65
+0.1% +$6.07K 8.67% 4
2024
Q2 		$11.7M Sell
129,626
-3,730
-3% -$337K 8.67% 4
2024
Q1 		$12.3M Sell
133,356
-2,036
-2% -$186K 9.23% 4
2023
Q4 		$12.5M Buy
+135,392
New +$12M 10.1% 4

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

Sheridan Capital Management's BOND Position: Q1 2026 in Review

Sheridan Capital Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 9.4% in Q1 2026, buying an estimated $1.09M and bringing the position to 136,024 shares worth $12.6M. The position accounts for 6.62% of the portfolio, ranked #5.

Sheridan Capital Management 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.

  • Sheridan Capital Management held 136,024 shares of PIMCO Active Bond Exchange-Traded Fund worth $12.6M as of Q1 2026.
  • Sheridan Capital Management bought 11,673 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $1.09M.
  • PIMCO Active Bond Exchange-Traded Fund made up 6.62% of Sheridan Capital Management's portfolio in Q1 2026, its #5 holding.
  • Sheridan Capital Management 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 Sheridan Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.