Triad Wealth Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Triad Wealth Partners’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	$1.17M	Buy	+12,666	New	+$1.18M	0.09%	150

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

Triad Wealth Partners's BOND Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2026: 12,666 shares worth $1.17M. The stake represents 0.09% of the portfolio and ranks #150 among its holdings.

520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Triad Wealth Partners held 12,666 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.17M as of Q1 2026.
PIMCO Active Bond Exchange-Traded Fund was a new Triad Wealth Partners position in Q1 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.09% of Triad Wealth Partners's portfolio in Q1 2026, its #150 holding.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.