Summit Investment Advisory Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Summit Investment Advisory Services’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	$502K	Sell	5,443 -1,224	-18%	-$114K	0.19%	43
2025 Q4	$621K	Buy	6,667 +1,200	+22%	+$112K	0.23%	39
2025 Q3	$510K	Buy	5,467 +137	+3%	+$12.6K	0.2%	41
2025 Q2	$491K	Sell	5,330 -25	-0.5%	-$2.27K	0.21%	40
2025 Q1	$495K	Sell	5,355 -274	-5%	-$25K	0.24%	38
2024 Q4	$509K	Sell	5,629 -332	-6%	-$30.6K	0.26%	39
2024 Q3	$564K	Buy	+5,961	New	+$556K	0.3%	37
2024 Q2	–	Sell	-4,174	Closed	-$383K	–	44
2024 Q1	$383K	Sell	4,174 -1,122	-21%	-$103K	0.23%	44
2023 Q4	$490K	Sell	5,296 -67	-1%	-$5.94K	0.31%	38
2023 Q3	$471K	Buy	5,363 +264	+5%	+$23.8K	0.35%	33
2023 Q2	$467K	Sell	5,099 -131	-3%	-$12.1K	0.31%	33
2023 Q1	$485K	Sell	5,230 -295	-5%	-$27.3K	0.35%	32
2022 Q4	$500K	Buy	+5,525	New	+$497K	0.61%	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

Summit Investment Advisory Services's BOND Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 18% in Q1 2026, selling an estimated $114K and leaving 5,443 shares worth $502K. The position accounts for 0.19% of the portfolio, ranked #43.

Summit Investment Advisory Services first reported a position in BOND in Q4 2022 and has held it in 13 quarters since. The position peaked at $621K in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Summit Investment Advisory Services held 5,443 shares of PIMCO Active Bond Exchange-Traded Fund worth $502K as of Q1 2026.
Summit Investment Advisory Services sold 1,224 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $114K.
PIMCO Active Bond Exchange-Traded Fund made up 0.19% of Summit Investment Advisory Services's portfolio in Q1 2026, its #43 holding.
Summit Investment Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 13 quarters since.
Summit Investment Advisory Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $621K in Q4 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.