Steward Partners Investment Advisory’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Steward Partners Investment Advisory’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	$2.39M	Buy	25,941 +471	+2%	+$43.9K	0.01%	792
2025 Q4	$2.37M	Buy	25,470 +296	+1%	+$27.7K	0.01%	729
2025 Q3	$2.35M	Sell	25,174 -236	-0.9%	-$21.8K	0.01%	721
2025 Q2	$2.34M	Buy	25,410 +142	+0.6%	+$12.9K	0.02%	668
2025 Q1	$2.34M	Buy	25,268 +990	+4%	+$90.4K	0.02%	620
2024 Q4	$2.2M	Sell	24,278 -1,029	-4%	-$94.7K	0.02%	609
2024 Q3	$2.39M	Buy	25,307 +640	+3%	+$59.7K	0.02%	571
2024 Q2	$2.25M	Sell	24,667 -537	-2%	-$48.6K	0.02%	549
2024 Q1	$2.32M	Sell	25,204 -164	-0.6%	-$15K	0.03%	534
2023 Q4	$2.35M	Sell	25,368 -913	-3%	-$80.9K	0.03%	460
2023 Q3	$2.31M	Sell	26,281 -613	-2%	-$55.2K	0.04%	436
2023 Q2	$2.46M	Sell	26,894 -1,168	-4%	-$108K	0.04%	420
2023 Q1	$2.6M	Buy	28,062 +115	+0.4%	+$10.6K	0.04%	396
2022 Q4	$2.53M	Sell	27,947 -1,143	-4%	-$103K	0.04%	387
2022 Q3	$2.61M	Sell	29,090 -597	-2%	-$56.5K	0.05%	362
2022 Q2	$2.83M	Sell	29,687 -55	-0.2%	-$5.34K	0.05%	351
2022 Q1	$3.03M	Sell	29,742 -705	-2%	-$74.2K	0.05%	372
2021 Q4	$3.33M	Sell	30,447 -20,762	-41%	-$2.28M	0.05%	349
2021 Q3	$5.66M	Sell	51,209 -3,105	-6%	-$346K	0.1%	231
2021 Q2	$6.03M	Sell	54,314 -6,181	-10%	-$682K	0.1%	208
2021 Q1	$6.62M	Buy	60,495 +32,022	+112%	+$3.57M	0.12%	184
2020 Q4	$3.22M	Buy	28,473 +76	+0.3%	+$8.53K	0.07%	273
2020 Q3	$3.19M	Sell	28,397 -7,960	-22%	-$895K	0.08%	241
2020 Q2	$4.06M	Buy	36,357 +1,781	+5%	+$195K	0.12%	188
2020 Q1	$3.67M	Sell	34,576 -39,038	-53%	-$4.24M	0.13%	174
2019 Q4	$7.94M	Sell	73,614 -68,954	-48%	-$7.47M	0.23%	105
2019 Q3	$15.5M	Buy	142,568 +106,776	+298%	+$11.6M	0.52%	43
2019 Q2	$3.85M	Buy	35,792 +1,343	+4%	+$142K	0.14%	153
2019 Q1	$3.63M	Buy	34,449 +6,146	+22%	+$638K	0.15%	141
2018 Q4	$2.91M	Buy	28,303 +1,984	+8%	+$202K	0.14%	163
2018 Q3	$2.69M	Buy	26,319 +2,157	+9%	+$222K	0.13%	181
2018 Q2	$2.49M	Buy	24,162 +1,475	+7%	+$152K	0.15%	164
2018 Q1	$2.36M	Buy	22,687 +2,405	+12%	+$251K	0.16%	144
2017 Q4	$2.15M	Buy	20,282 +55	+0.3%	+$5.85K	0.16%	143
2017 Q3	$2.16M	Buy	20,227 +1,425	+8%	+$152K	0.22%	110
2017 Q2	$1.99M	Buy	18,802 +7,337	+64%	+$777K	0.22%	110
2017 Q1	$1.21M	Buy	11,465 +7,915	+223%	+$829K	0.18%	117
2016 Q4	$369K	Buy	+3,550	New	+$374K	0.17%	126

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

Steward Partners Investment Advisory's BOND Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.8% in Q1 2026, buying an estimated $43.9K and bringing the position to 25,941 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #792.

Steward Partners Investment Advisory first reported a position in BOND in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.5M in Q3 2019. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Steward Partners Investment Advisory held 25,941 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.39M as of Q1 2026.
Steward Partners Investment Advisory bought 471 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $43.9K.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #792 holding.
Steward Partners Investment Advisory first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2016 and has held it in 38 quarters since.
Steward Partners Investment Advisory's PIMCO Active Bond Exchange-Traded Fund position peaked at $15.5M in Q3 2019.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.