Smart Portfolios LLC’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Smart Portfolios LLC’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	$9.97M	Buy	108,036 +6,301	+6%	+$588K	9.94%	1
2025 Q4	$9.47M	Sell	101,735 -7,242	-7%	-$678K	9.43%	1
2025 Q3	$10.2M	Sell	108,977 -7	-0%	-$646	9.81%	1
2025 Q2	$10M	Sell	108,984 -1,964	-2%	-$179K	10.12%	1
2025 Q1	$10.3M	Sell	110,948 -2,089	-2%	-$191K	11.15%	1
2024 Q4	$10.2M	Sell	113,037 -3,047	-3%	-$280K	10.7%	1
2024 Q3	$11M	Sell	116,084 -15,017	-11%	-$1.4M	11.2%	1
2024 Q2	$11.9M	Buy	131,101 +4,539	+4%	+$411K	12.03%	1
2024 Q1	$11.6M	Buy	126,562 +64,997	+106%	+$5.95M	12.25%	1
2023 Q4	$5.58M	Buy	61,565 +638	+1%	+$56.6K	6.55%	3
2023 Q3	$5.36M	Buy	+60,927	New	+$5.48M	9.62%	3

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

Smart Portfolios LLC's BOND Position: Q1 2026 in Review

Smart Portfolios LLC increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 6.2% in Q1 2026, buying an estimated $588K and bringing the position to 108,036 shares worth $9.97M. The position accounts for 9.94% of the portfolio, ranked #1.

Smart Portfolios LLC first reported a position in BOND in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.9M in Q2 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Smart Portfolios LLC held 108,036 shares of PIMCO Active Bond Exchange-Traded Fund worth $9.97M as of Q1 2026.
Smart Portfolios LLC bought 6,301 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $588K.
PIMCO Active Bond Exchange-Traded Fund made up 9.94% of Smart Portfolios LLC's portfolio in Q1 2026, its #1 holding.
Smart Portfolios LLC first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2023 and has held it in 11 quarters since.
Smart Portfolios LLC's PIMCO Active Bond Exchange-Traded Fund position peaked at $11.9M in Q2 2024.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.