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

Strategic 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 		$2.84M Sell
30,785
-729
-2% -$68K 0.47% 50
2025
Q4 		$2.93M Sell
31,514
-9,710
-24% -$908K 0.46% 53
2025
Q3 		$3.85M Buy
+41,224
New +$3.8M 0.62% 36
2025
Q2 		– Sell
-39,942
Closed -$3.69M – 180
2025
Q1 		$3.69M Buy
39,942
+1,038
+3% +$94.8K 0.71% 30
2024
Q4 		$3.52M Buy
38,904
+1,531
+4% +$141K 0.64% 31
2024
Q3 		$3.54M Sell
37,373
-3,705
-9% -$346K 0.66% 38
2024
Q2 		$3.74M Sell
41,078
-3,914
-9% -$354K 0.73% 30
2024
Q1 		$4.13M Buy
+44,992
New +$4.12M 0.82% 27
2023
Q4 		– Sell
-47,112
Closed -$4.14M – 200
2023
Q3 		$4.14M Buy
47,112
+3,021
+7% +$272K 0.82% 31
2023
Q2 		$4.04M Buy
44,091
+1,734
+4% +$160K 0.77% 32
2023
Q1 		$3.93M Buy
+42,357
New +$3.92M 0.8% 34
2022
Q4 		– Sell
-94,108
Closed -$8.44M – 196
2022
Q3 		$8.44M Sell
94,108
-4,959
-5% -$469K 1.87% 12
2022
Q2 		$9.44M Buy
+99,067
New +$9.63M 1.97% 11
2021
Q1 		– Sell
-98,677
Closed -$11.1M – 162
2020
Q4 		$11.1M Buy
98,677
+14,587
+17% +$1.64M 3.2% 6
2020
Q3 		$9.41M Buy
+84,090
New +$9.45M 3.16% 6
2020
Q2 		– Sell
-52,230
Closed -$5.63M – 146
2020
Q1 		$5.63M Buy
52,230
+619
+1% +$67.3K 2.45% 10
2019
Q4 		$5.56M Buy
51,611
+4,724
+10% +$511K 1.94% 12
2019
Q3 		$5.11M Sell
46,887
-7,665
-14% -$830K 1.92% 12
2019
Q2 		$5.86M Buy
54,552
+863
+2% +$91.4K 2.23% 10
2019
Q1 		$5.67M Sell
53,689
-27
-0.1% -$2.8K 2.19% 12
2018
Q4 		$5.52M Sell
53,716
-16,237
-23% -$1.65M 2.41% 10
2018
Q3 		$7.16M Buy
69,953
+14,108
+25% +$1.45M 2.62% 6
2018
Q2 		$5.75M Buy
55,845
+4,499
+9% +$463K 2.31% 12
2018
Q1 		$5.35M Buy
51,346
+4,556
+10% +$476K 2.22% 12
2017
Q4 		$4.96M Buy
46,790
+6,413
+16% +$682K 2.03% 13
2017
Q3 		$4.31M Buy
40,377
+1,921
+5% +$205K 1.87% 13
2017
Q2 		$4.08M Buy
38,456
+1,536
+4% +$163K 1.86% 13
2017
Q1 		$3.89M Buy
36,920
+8,119
+28% +$850K 1.84% 12
2016
Q4 		$3M Buy
28,801
+5,834
+25% +$614K 1.57% 15
2016
Q3 		$2.48M Buy
22,967
+15,421
+204% +$1.66M 1.39% 22
2016
Q2 		$810K Sell
7,546
-7,003
-48% -$742K 0.47% 72
2016
Q1 		$1.53M Buy
+14,549
New +$1.52M 0.87% 40

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

Strategic Advisors's BOND Position: Q1 2026 in Review

Strategic Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.3% in Q1 2026, selling an estimated $68K and leaving 30,785 shares worth $2.84M. The position accounts for 0.47% of the portfolio, ranked #50.

Strategic Advisors first reported a position in BOND in Q1 2016 and has held it in 32 quarters since. The position peaked at $11.1M in Q4 2020. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Strategic Advisors held 30,785 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.84M as of Q1 2026.
  • Strategic Advisors sold 729 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $68K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.47% of Strategic Advisors's portfolio in Q1 2026, its #50 holding.
  • Strategic Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2016 and has held it in 32 quarters since.
  • Strategic Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $11.1M in Q4 2020.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.