SYM Financial Corp’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

SYM Financial Corp’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	$42.6K	Hold	462	–	–	﹤0.01%	366
2025 Q4	$43K	Sell	462 -46	-9%	-$4.3K	﹤0.01%	365
2025 Q3	$47.4K	Hold	508	–	–	0.01%	364
2025 Q2	$46.8K	Buy	508 +1	+0.2%	+$91	0.01%	364
2025 Q1	$46.9K	Buy	507 +25	+5%	+$2.28K	0.01%	312
2024 Q4	$43.6K	Buy	482 +1	+0.2%	+$92	0.01%	283
2024 Q3	$45.6K	Buy	481 +462	+2,432%	+$43.1K	0.01%	225
2024 Q2	$1.75K	Hold	19	–	–	﹤0.01%	259
2024 Q1	$1.75K	Buy	+19	New	+$1.74K	﹤0.01%	165

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

SYM Financial Corp's BOND Position: Q1 2026 in Review

SYM Financial Corp held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q1 2026 at 462 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

SYM Financial Corp first reported a position in BOND in Q1 2024 and has held it in 9 quarters since. The position peaked at $47.4K in Q3 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

SYM Financial Corp held 462 shares of PIMCO Active Bond Exchange-Traded Fund worth $42.6K as of Q1 2026.
SYM Financial Corp left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #366 holding.
SYM Financial Corp first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2024 and has held it in 9 quarters since.
SYM Financial Corp's PIMCO Active Bond Exchange-Traded Fund position peaked at $47.4K in Q3 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.