Twin Peaks Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Twin Peaks Wealth Advisors’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	$332K	Buy	3,601 +277	+8%	+$25.8K	0.08%	131
2025 Q4	$311K	Sell	3,324 -86	-3%	-$8.05K	0.09%	139
2025 Q3	$318K	Sell	3,410 -175	-5%	-$16.1K	0.11%	127
2025 Q2	$330K	Sell	3,585 -1,123	-24%	-$102K	0.11%	119
2025 Q1	$427K	Sell	4,708 -625	-12%	-$57.1K	0.19%	95
2024 Q4	$482K	Sell	5,333 -356	-6%	-$32.8K	0.2%	85
2024 Q3	$538K	Sell	5,689 -504	-8%	-$47K	0.25%	71
2024 Q2	$564K	Sell	6,193 -619	-9%	-$56K	0.28%	71
2024 Q1	$626K	Buy	6,812 +1,130	+20%	+$103K	0.35%	60
2023 Q4	$525K	Buy	+5,682	New	+$504K	0.34%	60

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

Twin Peaks Wealth Advisors's BOND Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 8.3% in Q1 2026, buying an estimated $25.8K and bringing the position to 3,601 shares worth $332K. The position accounts for 0.08% of the portfolio, ranked #131.

Twin Peaks Wealth Advisors first reported a position in BOND in Q4 2023 and has held it in 10 quarters since. The position peaked at $626K in Q1 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Twin Peaks Wealth Advisors held 3,601 shares of PIMCO Active Bond Exchange-Traded Fund worth $332K as of Q1 2026.
Twin Peaks Wealth Advisors bought 277 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $25.8K.
PIMCO Active Bond Exchange-Traded Fund made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #131 holding.
Twin Peaks Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $626K in Q1 2024.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.