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

Strategic Wealth Partners’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	$119K	Sell	1,287 -256	-17%	-$23.9K	0.01%	371
2025 Q4	$144K	Sell	1,543 -16,771	-92%	-$1.57M	0.01%	363
2025 Q3	$1.71M	Buy	18,314 +18,288	+70,338%	+$1.69M	0.13%	117
2025 Q2	$2.4K	Buy	+26	New	+$2.37K	﹤0.01%	994
2022 Q1	–	Sell	-4,276	Closed	-$468K	–	257
2021 Q4	$468K	Hold	4,276	–	–	0.09%	200
2021 Q3	$473K	Buy	+4,276	New	+$477K	0.14%	173
2018 Q3	–	Sell	-492	Closed	-$51K	–	643
2018 Q2	$51K	Buy	+492	New	+$50.6K	0.03%	253

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

Strategic Wealth Partners's BOND Position: Q1 2026 in Review

Strategic Wealth Partners reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 17% in Q1 2026, selling an estimated $23.9K and leaving 1,287 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #371.

Strategic Wealth Partners first reported a position in BOND in Q2 2018 and has held it in 7 quarters since. The position peaked at $1.71M in Q3 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Strategic Wealth Partners held 1,287 shares of PIMCO Active Bond Exchange-Traded Fund worth $119K as of Q1 2026.
Strategic Wealth Partners sold 256 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $23.9K.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #371 holding.
Strategic Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2018 and has held it in 7 quarters since.
Strategic Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.71M in Q3 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.