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Summit Wealth Group (Colorado)’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.59M Sell
17,137
-298
-2% -$27.8K 0.17% 79
2025
Q4 		$1.62M Buy
+17,435
New +$1.63M 0.22% 67
2025
Q3 		– Sell
-16,125
Closed -$1.49M – 281
2025
Q2 		$1.49M Buy
+16,125
New +$1.47M 0.37% 66

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

Summit Wealth Group (Colorado)'s BOND Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.7% in Q1 2026, selling an estimated $27.8K and leaving 17,137 shares worth $1.59M. The position accounts for 0.17% of the portfolio, ranked #79.

Summit Wealth Group (Colorado) first reported a position in BOND in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Summit Wealth Group (Colorado) held 17,137 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.59M as of Q1 2026.
  • Summit Wealth Group (Colorado) sold 298 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $27.8K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.17% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #79 holding.
  • Summit Wealth Group (Colorado) first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s PIMCO Active Bond Exchange-Traded Fund position peaked at $1.62M in Q4 2025.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.