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Sunbelt Securities’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Sunbelt Securities’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 		$314K Buy
3,406
+7
+0.2% +$653 0.02% 519
2025
Q4 		$316K Buy
3,399
+7
+0.2% +$655 0.02% 522
2025
Q3 		$317K Buy
3,392
+560
+20% +$51.7K 0.02% 516
2025
Q2 		$256K Hold
2,832
– – 0.02% 525
2025
Q1 		$262K Hold
2,832
– – 0.02% 487
2024
Q4 		$257K Buy
2,832
+27
+1% +$2.48K 0.02% 524
2024
Q3 		$265K Hold
2,805
– – 0.03% 519
2024
Q2 		$255K Hold
2,805
– – 0.03% 493
2024
Q1 		$258K Hold
2,805
– – 0.03% 472
2023
Q4 		$259K Sell
2,805
-57
-2% -$5.05K 0.03% 435
2023
Q3 		$252K Hold
2,862
– – 0.03% 433
2023
Q2 		$262K Hold
2,862
– – 0.04% 415
2023
Q1 		$264K Hold
2,862
– – 0.04% 381
2022
Q4 		$259K Sell
2,862
-453
-14% -$40.8K 0.05% 381
2022
Q3 		$297K Hold
3,315
– – 0.06% 329
2022
Q2 		$316K Hold
3,315
– – 0.07% 326
2022
Q1 		$338K Hold
3,315
– – 0.06% 332
2021
Q4 		$351K Hold
3,315
– – 0.06% 337
2021
Q3 		$370K Hold
3,315
– – 0.07% 305
2021
Q2 		$370K Buy
3,315
+80
+2% +$8.82K 0.07% 305
2021
Q1 		$354K Hold
3,235
– – 0.07% 304
2020
Q4 		$366K Hold
3,235
– – 0.08% 281
2020
Q3 		$364K Sell
3,235
-1,815
-36% -$204K 0.1% 232
2020
Q2 		$564K Hold
5,050
– – 0.19% 137
2020
Q1 		$536K Buy
5,050
+920
+22% +$100K 0.02% 216
2019
Q4 		$445K Buy
4,130
+427
+12% +$46.2K 0.05% 341
2019
Q3 		$403K Buy
3,703
+1,100
+42% +$119K 0.05% 348
2019
Q2 		$280K Buy
2,603
+372
+17% +$39.4K 0.12% 210
2019
Q1 		$235K Buy
+2,231
New +$232K 0.12% 206
2018
Q4 		– Sell
-2,351
Closed -$241K – 214
2018
Q3 		$241K Sell
2,351
-105
-4% -$10.8K 0.13% 192
2018
Q2 		$253K Sell
2,456
-501
-17% -$51.5K 0.15% 181
2018
Q1 		$308K Sell
2,957
-324
-10% -$33.8K 0.28% 126
2017
Q4 		$348K Buy
3,281
+1,153
+54% +$123K 0.34% 105
2017
Q3 		$227K Buy
+2,128
New +$227K 0.24% 141

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

Sunbelt Securities's BOND Position: Q1 2026 in Review

Sunbelt Securities increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.21% in Q1 2026, buying an estimated $653 and bringing the position to 3,406 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #519.

Sunbelt Securities first reported a position in BOND in Q3 2017 and has held it in 34 quarters since. The position peaked at $564K in Q2 2020. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Sunbelt Securities held 3,406 shares of PIMCO Active Bond Exchange-Traded Fund worth $314K as of Q1 2026.
  • Sunbelt Securities bought 7 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $653.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #519 holding.
  • Sunbelt Securities first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2017 and has held it in 34 quarters since.
  • Sunbelt Securities's PIMCO Active Bond Exchange-Traded Fund position peaked at $564K in Q2 2020.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.