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Total Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Total Investment Management’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 		$5.39M Sell
58,407
-2,825
-5% -$264K 0.63% 14
2025
Q4 		$5.7M Buy
61,232
+5,290
+9% +$495K 0.73% 12
2025
Q3 		$5.22M Sell
55,942
-2,144
-4% -$198K 0.68% 13
2025
Q2 		$5.35M Sell
58,086
-881
-1% -$80.2K 0.77% 12
2025
Q1 		$5.45M Buy
58,967
+3,928
+7% +$359K 0.71% 14
2024
Q4 		$4.98M Buy
55,039
+5,631
+11% +$518K 0.7% 13
2024
Q3 		$4.67M Buy
49,408
+832
+2% +$77.7K 0.52% 17
2024
Q2 		$4.42M Sell
48,576
-1,921
-4% -$174K 0.58% 17
2024
Q1 		$4.64M Buy
50,497
+5,144
+11% +$471K 0.58% 17
2023
Q4 		$4.19M Buy
45,353
+161
+0.4% +$14.3K 0.53% 17
2023
Q3 		$3.97M Buy
45,192
+15,259
+51% +$1.37M 0.57% 16
2023
Q2 		$2.74M Buy
29,933
+1,200
+4% +$111K 0.36% 20
2023
Q1 		$2.67M Sell
28,733
-142,670
-83% -$13.2M 0.51% 17
2022
Q4 		$15.5M Buy
171,403
+5,452
+3% +$490K 3.78% 10
2022
Q3 		$14.9M Buy
165,951
+11,227
+7% +$1.06M 3.01% 13
2022
Q2 		$14.7M Buy
154,724
+4,112
+3% +$400K 2.67% 15
2022
Q1 		$15.3M Sell
150,612
-247
-0.2% -$26K 2.94% 13
2021
Q4 		$16.5M Buy
150,859
+8,575
+6% +$942K 2.73% 13
2021
Q3 		$15.7M Buy
142,284
+1,229
+0.9% +$137K 3.92% 10
2021
Q2 		$15.7M Buy
+141,055
New +$15.6M 2.7% 13
2021
Q1 		– Sell
-146,654
Closed -$16.6M – 51
2020
Q4 		$16.6M Buy
146,654
+15,237
+12% +$1.71M 3.22% 12
2020
Q3 		$14.6M Buy
131,417
+6,760
+5% +$760K 4.23% 10
2020
Q2 		$13.9M Buy
+124,657
New +$13.7M 4.86% 8

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

Total Investment Management's BOND Position: Q1 2026 in Review

Total Investment Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.6% in Q1 2026, selling an estimated $264K and leaving 58,407 shares worth $5.39M. The position accounts for 0.63% of the portfolio, ranked #14.

Total Investment Management first reported a position in BOND in Q2 2020 and has held it in 23 quarters since. The position peaked at $16.6M in Q4 2020. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Total Investment Management held 58,407 shares of PIMCO Active Bond Exchange-Traded Fund worth $5.39M as of Q1 2026.
  • Total Investment Management sold 2,825 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $264K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.63% of Total Investment Management's portfolio in Q1 2026, its #14 holding.
  • Total Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2020 and has held it in 23 quarters since.
  • Total Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $16.6M in Q4 2020.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Total Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.