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

Strata Wealth 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	$1.11M	Hold	12,050	–	–	0.3%	35
2025 Q4	$1.12M	Hold	12,050	–	–	0.31%	34
2025 Q3	$1.12M	Hold	12,050	–	–	0.3%	39
2025 Q2	$1.11M	Hold	12,050	–	–	0.31%	37
2025 Q1	$1.11M	Hold	12,050	–	–	0.35%	31
2024 Q4	$1.09M	Hold	12,050	–	–	0.34%	35
2024 Q3	$1.14M	Hold	12,050	–	–	0.37%	31
2024 Q2	$1.1M	Hold	12,050	–	–	0.38%	28
2024 Q1	$1.11M	Hold	12,050	–	–	0.39%	27
2023 Q4	$1.11M	Buy	+12,050	New	+$1.07M	0.44%	28

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

Strata Wealth Advisors's BOND Position: Q1 2026 in Review

Strata Wealth Advisors held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q1 2026 at 12,050 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #35.

Strata Wealth Advisors first reported a position in BOND in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.14M in Q3 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Strata Wealth Advisors held 12,050 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.11M as of Q1 2026.
Strata Wealth Advisors left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.3% of Strata Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Strata Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
Strata Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.14M in Q3 2024.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.