SSC
BOND icon

Syverson Strege & Co’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Syverson Strege & Co’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 		$4.75M Sell
51,500
-8,577
-14% -$800K 1.14% 11
2025
Q4 		$5.59M Sell
60,077
-716
-1% -$67K 1.32% 11
2025
Q3 		$5.68M Sell
60,793
-5,472
-8% -$505K 1.36% 11
2025
Q2 		$6.11M Buy
66,265
+550
+0.8% +$50K 1.44% 10
2025
Q1 		$6.08M Buy
65,715
+1,000
+2% +$91.3K 1.95% 9
2024
Q4 		$5.85M Buy
64,715
+2,434
+4% +$224K 1.95% 7
2024
Q3 		$5.89M Sell
62,281
-543
-0.9% -$50.7K 1.97% 8
2024
Q2 		$5.72M Buy
62,824
+24,321
+63% +$2.2M 1.95% 7
2024
Q1 		$3.54M Buy
38,503
+811
+2% +$74.2K 1.28% 8
2023
Q4 		$3.48M Buy
37,692
+706
+2% +$62.6K 1.35% 8
2023
Q3 		$3.25M Buy
36,986
+914
+3% +$82.3K 1.45% 9
2023
Q2 		$3.3M Sell
36,072
-1,850
-5% -$171K 1.42% 9
2023
Q1 		$3.52M Buy
37,922
+708
+2% +$65.4K 1.5% 9
2022
Q4 		$3.37M Sell
37,214
-1,227
-3% -$110K 1.53% 12
2022
Q3 		$3.45M Sell
38,441
-33
-0.1% -$3.12K 1.75% 10
2022
Q2 		$3.67M Buy
38,474
+11,937
+45% +$1.16M 1.35% 16
2022
Q1 		$2.7M Buy
26,537
+853
+3% +$89.8K 2.94% 9
2021
Q4 		$2.81M Buy
25,684
+532
+2% +$58.4K 2.08% 12
2021
Q3 		$2.78M Buy
25,152
+283
+1% +$31.6K 2.22% 12
2021
Q2 		$2.76M Sell
24,869
-15,937
-39% -$1.76M 2.46% 11
2021
Q1 		$4.47M Sell
40,806
-1,965
-5% -$219K 4.64% 4
2020
Q4 		$4.84M Buy
+42,771
New +$4.8M 4.62% 5

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

Syverson Strege & Co's BOND Position: Q1 2026 in Review

Syverson Strege & Co reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 14% in Q1 2026, selling an estimated $800K and leaving 51,500 shares worth $4.75M. The position accounts for 1.14% of the portfolio, ranked #11.

Syverson Strege & Co first reported a position in BOND in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.11M in Q2 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Syverson Strege & Co held 51,500 shares of PIMCO Active Bond Exchange-Traded Fund worth $4.75M as of Q1 2026.
  • Syverson Strege & Co sold 8,577 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $800K.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.14% of Syverson Strege & Co's portfolio in Q1 2026, its #11 holding.
  • Syverson Strege & Co first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 22 quarters since.
  • Syverson Strege & Co's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.11M in Q2 2025.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.