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

StoneX 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	$244K	Sell	2,651 -249	-9%	-$23.2K	0.01%	658
2025 Q4	$271K	Buy	+2,900	New	+$271K	0.01%	746
2025 Q3	–	Sell	-2,315	Closed	-$213K	–	943
2025 Q2	$213K	Buy	2,315 +60	+3%	+$5.46K	0.01%	760
2025 Q1	$209K	Buy	+2,255	New	+$206K	0.01%	764
2022 Q1	–	Sell	-6,439	Closed	-$706K	–	555
2021 Q4	$706K	Buy	6,439 +4,529	+237%	+$497K	0.08%	234
2021 Q3	$211K	Buy	+1,910	New	+$213K	0.03%	444
2021 Q2	–	Sell	-1,932	Closed	-$211K	–	475
2021 Q1	$211K	Buy	1,932 +72	+4%	+$8.02K	0.04%	386
2020 Q4	$211K	Sell	1,860 -4	-0.2%	-$449	0.05%	341
2020 Q3	$210K	Buy	1,864 +62	+3%	+$6.97K	0.07%	298
2020 Q2	$201K	Sell	1,802 -150	-8%	-$16.4K	0.08%	278
2020 Q1	$207K	Buy	+1,952	New	+$212K	0.11%	226

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

StoneX Group's BOND Position: Q1 2026 in Review

StoneX Group reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 8.6% in Q1 2026, selling an estimated $23.2K and leaving 2,651 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #658.

StoneX Group first reported a position in BOND in Q1 2020 and has held it in 11 quarters since. The position peaked at $706K in Q4 2021. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

StoneX Group held 2,651 shares of PIMCO Active Bond Exchange-Traded Fund worth $244K as of Q1 2026.
StoneX Group sold 249 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $23.2K.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of StoneX Group's portfolio in Q1 2026, its #658 holding.
StoneX Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and has held it in 11 quarters since.
StoneX Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $706K in Q4 2021.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.